Perigon Wealth Management, LLC Dimensional ETF Tr Transaction History
Perigon Wealth Management, LLC
- $3.67 Billion
- Q3 2024
A detailed history of Perigon Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 616,320 shares of DFAE stock, worth $15.9 Million. This represents 0.46% of its overall portfolio holdings.
Number of Shares
616,320
Previous 578,647
6.51%
Holding current value
$15.9 Million
Previous $15 Million
12.85%
% of portfolio
0.46%
Previous 0.44%
Shares
17 transactions
Others Institutions Holding DFAE
# of Institutions
474Shares Held
141MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$327 Million1.32% of portfolio
-
Mather Group, Llc. Chicago, IL6.14MShares$159 Million2.17% of portfolio
-
Ubs Group Ag5.26MShares$136 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$117 Million0.01% of portfolio
-
Foster Group, Inc.3.5MShares$90.4 Million3.72% of portfolio