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 $11.2 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
432,390
Previous 433,454
0.25%
Holding current value
$11.2 Million
Previous $11.9 Million
7.67%
% of portfolio
0.98%
Previous 1.0%
Shares
13 transactions
Others Institutions Holding DFAE
# of Institutions
540Shares Held
167MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$404 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$329 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$232 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$137 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$119 Million0.01% of portfolio