Investmark Advisory Group LLC Dimensional ETF Tr Transaction History
Investmark Advisory Group LLC
- $184 Million
- Q2 2024
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investmark Advisory Group LLC holds 51,591 shares of DFAE stock, worth $1.38 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
51,591
Previous 50,224
2.72%
Holding current value
$1.38 Million
Previous $1.24 Million
7.49%
% of portfolio
0.72%
Previous 0.69%
Shares
10 transactions
Others Institutions Holding DFAE
# of Institutions
460Shares Held
137MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$339 Million1.28% of portfolio
-
Mather Group, Llc. Chicago, IL6.14MShares$164 Million2.17% of portfolio
-
Ubs Group Ag5.16MShares$138 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.26MShares$114 Million0.01% of portfolio
-
Envestnet Asset Management Inc3.71MShares$99.3 Million0.03% of portfolio