Birchcreek Wealth Management, LLC Dimensional ETF Tr Transaction History
Birchcreek Wealth Management, LLC
- $202 Million
- Q4 2025
A detailed history of Birchcreek Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 277,678 shares of DFAI stock, worth $10.3 Million. This represents 5.09% of its overall portfolio holdings.
Number of Shares
277,678
Previous 11,100
2401.6%
Holding current value
$10.3 Million
Previous $403,000
2455.58%
% of portfolio
5.09%
Previous 0.21%
Shares
11 transactions
Others Institutions Holding DFAI
# of Institutions
720Shares Held
287MCall 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