Highland Financial Advisors, LLC Dimensional ETF Tr Transaction History
Highland Financial Advisors, LLC
- $277 Million
- Q1 2025
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 25,474 shares of DFAE stock, worth $635,321. This represents 0.24% of its overall portfolio holdings.
Number of Shares
25,474
Previous 25,014
1.84%
Holding current value
$635,321
Previous $635,000
4.09%
% of portfolio
0.24%
Previous 0.22%
Shares
11 transactions
Others Institutions Holding DFAE
# of Institutions
539Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$388 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$316 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$223 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$132 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$114 Million0.01% of portfolio