Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr Transaction History
Michael A. Dubis Financial Planning, LLC
- $103 Million
- Q4 2024
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 16,221 shares of DFAI stock, worth $518,260. This represents 0.46% of its overall portfolio holdings.
Number of Shares
16,221Holding current value
$518,260% of portfolio
0.46%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
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Sym Financial Corp6.65MShares$212 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$191 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio