Berger Financial Group, Inc Dimensional ETF Tr Transaction History
Berger Financial Group, Inc
- $1.36 Billion
- Q3 2025
A detailed history of Berger Financial Group, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Berger Financial Group, Inc holds 621,650 shares of DFAI stock, worth $23.1 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
621,650
Previous 612,156
1.55%
Holding current value
$23.1 Million
Previous $21.2 Million
6.78%
% of portfolio
1.66%
Previous 1.68%
Shares
4 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