Asset Dedication, LLC Dimensional ETF Tr Transaction History
Asset Dedication, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Asset Dedication, LLC holds 5,268 shares of DFAI stock, worth $164,045. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,268
Previous 5,268
-0.0%
Holding current value
$164,045
Previous $167,000
8.38%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio