Oliver Lagore Vanvalin Investment Group Dimensional ETF Tr Transaction History
Oliver Lagore Vanvalin Investment Group
- $359 Million
- Q3 2024
A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 937 shares of DFAI stock, worth $29,937. This represents 0.01% of its overall portfolio holdings.
Number of Shares
937
Previous 809
15.82%
Holding current value
$29,937
Previous $24,000
20.83%
% of portfolio
0.01%
Previous 0.01%
Shares
7 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
-
Sym Financial Corp6.65MShares$212 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$191 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio