Cfs Investment Advisory Services, LLC Dimensional ETF Tr Transaction History
Cfs Investment Advisory Services, LLC
- $1.12 Billion
- Q4 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 432,390 shares of DFAE stock, worth $11.1 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
432,390
Previous 433,454
0.25%
Holding current value
$11.1 Million
Previous $11.9 Million
7.67%
% of portfolio
0.98%
Previous 1.0%
Shares
13 transactions
Others Institutions Holding DFAE
# of Institutions
538Shares Held
169MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$397 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$324 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$229 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$135 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$117 Million0.01% of portfolio