Archvest Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Archvest Wealth Advisors, Inc.
- $110 Million
- Q3 2025
A detailed history of Archvest Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 377,300 shares of DFAI stock, worth $14 Million. This represents 12.48% of its overall portfolio holdings.
Number of Shares
377,300
Previous 346,122
9.01%
Holding current value
$14 Million
Previous $10.8 Million
26.88%
% of portfolio
12.48%
Previous 9.0%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
717Shares Held
286MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio