Dodds Wealth, LLC Dimensional ETF Tr Transaction History
Dodds Wealth, LLC
- $311 Billion
- Q4 2024
A detailed history of Dodds Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dodds Wealth, LLC holds 156,274 shares of DFAI stock, worth $4.93 Million. This represents 1.51% of its overall portfolio holdings.
Number of Shares
156,274
Previous 176,232
11.32%
Holding current value
$4.93 Million
Previous $5.49 Billion
14.51%
% of portfolio
1.51%
Previous 1.83%
Shares
5 transactions
Others Institutions Holding DFAI
# of Institutions
607Shares Held
230MCall 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