Firethorn Wealth Partners, LLC Dimensional ETF Tr Transaction History
Firethorn Wealth Partners, LLC
- $193 Million
- Q4 2024
A detailed history of Firethorn Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Firethorn Wealth Partners, LLC holds 49,251 shares of DFAI stock, worth $1.57 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
49,251
Previous 35,936
37.05%
Holding current value
$1.57 Million
Previous $1.14 Million
25.92%
% of portfolio
0.75%
Previous 0.61%
Shares
16 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$212 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$191 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$191 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio