Edge Financial Advisors LLC Dimensional ETF Tr Transaction History
Edge Financial Advisors LLC
- $223 Billion
- Q3 2025
A detailed history of Edge Financial Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Edge Financial Advisors LLC holds 215,843 shares of DFAI stock, worth $8.01 Million. This represents 3.54% of its overall portfolio holdings.
Number of Shares
215,843
Previous 201,755
6.98%
Holding current value
$8.01 Million
Previous $6.97 Billion
13.33%
% of portfolio
3.54%
Previous 3.67%
Shares
6 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio