Diversified Portfolios, Inc. Dimensional ETF Tr Transaction History
Diversified Portfolios, Inc.
- $778 Million
- Q1 2025
A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 386,058 shares of DFAI stock, worth $12.2 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
386,058
Previous 358,696
7.63%
Holding current value
$12.2 Million
Previous $10.5 Million
15.12%
% of portfolio
1.55%
Previous 1.24%
Shares
16 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