Highland Financial Advisors, LLC Dimensional ETF Tr Transaction History
Highland Financial Advisors, LLC
- $289 Million
- Q4 2024
A detailed history of Highland Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 25,014 shares of DFAE stock, worth $649,613. This represents 0.22% of its overall portfolio holdings.
Number of Shares
25,014
Previous 25,014
-0.0%
Holding current value
$649,613
Previous $686,000
7.43%
% of portfolio
0.22%
Previous 0.24%
Shares
10 transactions
Others Institutions Holding DFAE
# of Institutions
541Shares Held
167MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$404 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$329 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$232 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$137 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$119 Million0.01% of portfolio