Guardian Wealth Management, LLC Dimensional ETF Tr Transaction History
Guardian Wealth Management, LLC
- $315 Billion
- Q4 2025
A detailed history of Guardian Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Guardian Wealth Management, LLC holds 329,016 shares of DFAI stock, worth $12.2 Million. This represents 3.98% of its overall portfolio holdings.
Number of Shares
329,016Holding current value
$12.2 Million% of portfolio
3.98%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
716Shares Held
286MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
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Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
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Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
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Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
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Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio