Parkshore Wealth Management, Inc. Dimensional ETF Tr Transaction History
Parkshore Wealth Management, Inc.
- $166 Billion
- Q4 2024
A detailed history of Parkshore Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 270,917 shares of DFAI stock, worth $8.55 Million. This represents 4.76% of its overall portfolio holdings.
Number of Shares
270,917Holding current value
$8.55 Million% of portfolio
4.76%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
601Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.02 Billion6.3% of portfolio
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Sym Financial Corp6.65MShares$210 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$189 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$189 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$176 Million17.39% of portfolio