Evoke Wealth, LLC Dimensional ETF Tr Transaction History
Evoke Wealth, LLC
- $4.94 Trillion
- Q3 2025
A detailed history of Evoke Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evoke Wealth, LLC holds 2,373,033 shares of DFAI stock, worth $88 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
2,373,033
Previous 2,272,514
4.42%
Holding current value
$88 Million
Previous $78.6 Billion
9.8%
% of portfolio
1.75%
Previous 1.8%
Shares
20 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