Poinciana Advisors Group, LLC Dimensional ETF Tr Transaction History
Poinciana Advisors Group, LLC
- $118 Billion
- Q3 2025
A detailed history of Poinciana Advisors Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Poinciana Advisors Group, LLC holds 64,035 shares of DFAI stock, worth $2.38 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
64,035
Previous 60,828
5.27%
Holding current value
$2.38 Million
Previous $2.1 Billion
10.69%
% of portfolio
1.97%
Previous 1.9%
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