Fonville Wealth Management LLC Dimensional ETF Tr Transaction History
Fonville Wealth Management LLC
- $489 Billion
- Q4 2025
A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 571,611 shares of DFAI stock, worth $21.2 Million. This represents 4.45% of its overall portfolio holdings.
Number of Shares
571,611
Previous 522,371
9.43%
Holding current value
$21.2 Million
Previous $19 Billion
14.72%
% of portfolio
4.45%
Previous 4.27%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
730Shares Held
287MCall 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