Okabena Investment Services Inc Dimensional ETF Tr Transaction History
Okabena Investment Services Inc
- $357 Million
- Q4 2024
A detailed history of Okabena Investment Services Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Okabena Investment Services Inc holds 277,807 shares of DFAI stock, worth $8.75 Million. This represents 2.27% of its overall portfolio holdings.
Number of Shares
277,807
Previous 277,807
-0.0%
Holding current value
$8.75 Million
Previous $8.83 Million
8.12%
% of portfolio
2.27%
Previous 2.51%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
608Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$209 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio