Beverly Hills Private Wealth, LLC Dimensional ETF Tr Transaction History
Beverly Hills Private Wealth, LLC
- $460 Billion
- Q2 2024
A detailed history of Beverly Hills Private Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Beverly Hills Private Wealth, LLC holds 34,288 shares of DFAI stock, worth $1.05 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
34,288
Previous 34,288
-0.0%
Holding current value
$1.05 Million
Previous $1.04 Billion
1.82%
% of portfolio
0.22%
Previous 0.24%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
525Shares Held
163MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$190 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$167 Million18.48% of portfolio
-
Bank Of America Corp Charlotte, NC5.11MShares$156 Million0.01% of portfolio
-
Northern Trust Corp Chicago, IL4.24MShares$130 Million0.02% of portfolio
-
Ci Private Wealth, LLC Miami, FL4.14MShares$126 Million0.22% of portfolio