Approach Retirement Advisors, LLC Dimensional ETF Tr Transaction History
Approach Retirement Advisors, LLC
- $116 Billion
- Q4 2025
A detailed history of Approach Retirement Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Approach Retirement Advisors, LLC holds 83,672 shares of DFAI stock, worth $3.1 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
83,672Holding current value
$3.1 Million% of portfolio
2.75%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
730Shares Held
287MCall 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