B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Transaction History
B.O.S.S. Retirement Advisors, LLC
- $418 Billion
- Q3 2025
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 6,791 shares of DFAI stock, worth $251,878. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,791
Previous 6,169
10.08%
Holding current value
$251,878
Previous $213 Million
15.75%
% of portfolio
0.06%
Previous 0.05%
Shares
12 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