Delap Wealth Advisory, LLC Dimensional ETF Tr Transaction History
Delap Wealth Advisory, LLC
- $238 Billion
- Q3 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 14,181 shares of DFAE stock, worth $460,882. This represents 0.19% of its overall portfolio holdings.
Number of Shares
14,181
Previous 14,181
-0.0%
Holding current value
$460,882
Previous $411 Million
9.81%
% of portfolio
0.19%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
635Shares Held
186MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$412 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$395 Million3.91% of portfolio
-
Ubs Group Ag6.45MShares$210 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.76MShares$187 Million0.01% of portfolio
-
Coldstream Capital Management Inc4.49MShares$146 Million1.97% of portfolio