Financial Harvest, LLC Dimensional ETF Tr Transaction History

Financial Harvest, LLC

$118 Billion
Q4 2024

A detailed history of Financial Harvest, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Harvest, LLC holds 11,242 shares of DFAI stock, worth $346,928. This represents 0.28% of its overall portfolio holdings.

Number of Shares

11,242

Holding current value

$346,928

% of portfolio

0.28%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	BUY	$29.0 - $31.6 $326,018 - $355,247	11,242 New	11,242 $328 Million

Others Institutions Holding DFAI

# of Institutions

614

Shares Held

231M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$996 Million
6.3% of portfolio
Sym Financial Corp

6.65M
Shares

$205 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$185 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.99M
Shares

$185 Million
0.06% of portfolio
Cable Hill Partners, LLC Portland, OR

5.58M
Shares

$172 Million
17.39% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Financial Harvest, LLC Dimensional ETF Tr Transaction History