New Edge Wealth, LLC Dimensional ETF Tr Transaction History
New Edge Wealth, LLC
- $6.58 Billion
- Q3 2025
A detailed history of New Edge Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, New Edge Wealth, LLC holds 32,964 shares of DFAI stock, worth $1.22 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
32,964
Previous 13,121
151.23%
Holding current value
$1.22 Million
Previous $453,000
164.46%
% of portfolio
0.02%
Previous 0.01%
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