Atlantic Private Wealth, LLC Dimensional ETF Tr Transaction History
Atlantic Private Wealth, LLC
- $144 Million
- Q3 2025
A detailed history of Atlantic Private Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 1,412 shares of DFAE stock, worth $45,890. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,412
Previous 1,412
-0.0%
Holding current value
$45,890
Previous $40,000
10.0%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
634Shares Held
186MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$412 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$395 Million3.91% of portfolio
-
Ubs Group Ag6.45MShares$210 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.76MShares$187 Million0.01% of portfolio
-
Coldstream Capital Management Inc4.49MShares$146 Million1.97% of portfolio