Market Street Wealth Management Advisors LLC Dimensional ETF Tr Transaction History
Market Street Wealth Management Advisors LLC
- $545 Million
- Q4 2024
A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 796,884 shares of DFAE stock, worth $20.9 Million. This represents 3.71% of its overall portfolio holdings.
Number of Shares
796,884
Previous 784,482
1.58%
Holding current value
$20.9 Million
Previous $21.5 Million
6.02%
% of portfolio
3.71%
Previous 3.89%
Shares
12 transactions
Others Institutions Holding DFAE
# of Institutions
536Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$408 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$333 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$235 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$139 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$120 Million0.01% of portfolio