Avidian Wealth Solutions, LLC Dimensional ETF Tr Transaction History
Avidian Wealth Solutions, LLC
- $2.51 Billion
- Q3 2025
A detailed history of Avidian Wealth Solutions, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 50,110 shares of DFAI stock, worth $1.86 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
50,110
Previous 50,325
0.43%
Holding current value
$1.86 Million
Previous $1.74 Million
4.72%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall 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