Naples Global Advisors, LLC Dimensional ETF Tr Transaction History
Naples Global Advisors, LLC
- $1.02 Billion
- Q1 2025
A detailed history of Naples Global Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Naples Global Advisors, LLC holds 7,200 shares of DFAI stock, worth $223,992. This represents 0.02% of its overall portfolio holdings.
Number of Shares
7,200
Previous 7,200
-0.0%
Holding current value
$223,992
Previous $210,000
7.62%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
614Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$207 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$186 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$173 Million17.39% of portfolio