Dowling & Yahnke LLC Dimensional ETF Tr Transaction History
Dowling & Yahnke LLC
- $215 Million
- Q3 2022
A detailed history of Dowling & Yahnke LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dowling & Yahnke LLC holds 1,520,432 shares of DFAI stock, worth $48.6 Million. This represents 15.27% of its overall portfolio holdings.
Number of Shares
1,520,432
Previous 261,066
482.39%
Holding current value
$48.6 Million
Previous $6.3 Million
420.41%
% of portfolio
15.27%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$212 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$191 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio