Breakwater Capital Group Dimensional ETF Tr Transaction History
Breakwater Capital Group
- $561 Billion
- Q1 2025
A detailed history of Breakwater Capital Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Breakwater Capital Group holds 29,279 shares of DFAI stock, worth $924,338. This represents 0.16% of its overall portfolio holdings.
Number of Shares
29,279
Previous 21,976
33.23%
Holding current value
$924,338
Previous $642 Million
42.5%
% of portfolio
0.16%
Previous 0.13%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
617Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$210 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$189 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio