Ellis Investment Partners, LLC Dimensional ETF Tr Transaction History
Ellis Investment Partners, LLC
- $528 Million
- Q3 2025
A detailed history of Ellis Investment Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ellis Investment Partners, LLC holds 25,299 shares of DFAE stock, worth $822,217. This represents 0.15% of its overall portfolio holdings.
Number of Shares
25,299
Previous 24,992
1.23%
Holding current value
$822,217
Previous $723,000
10.24%
% of portfolio
0.15%
Previous 0.15%
Shares
3 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