Evoke Wealth, LLC Dimensional ETF Tr Transaction History
Evoke Wealth, LLC
- $3.59 Trillion
- Q4 2024
A detailed history of Evoke Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evoke Wealth, LLC holds 1,842,807 shares of DFAI stock, worth $57.9 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
1,842,807
Previous 1,775,520
3.79%
Holding current value
$57.9 Million
Previous $56.4 Billion
4.64%
% of portfolio
1.5%
Previous 1.53%
Shares
17 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio