Kaufman Rossin Wealth, LLC Dimensional ETF Tr Transaction History
Kaufman Rossin Wealth, LLC
- $183 Billion
- Q3 2025
A detailed history of Kaufman Rossin Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kaufman Rossin Wealth, LLC holds 19,759 shares of DFAI stock, worth $732,861. This represents 0.39% of its overall portfolio holdings.
Number of Shares
19,759
Previous 20,698
4.54%
Holding current value
$732,861
Previous $716 Million
0.38%
% of portfolio
0.39%
Previous 0.45%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall 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