Poinciana Advisors Group, LLC Dimensional ETF Tr Transaction History
Poinciana Advisors Group, LLC
- $98.7 Billion
- Q4 2024
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 45,967 shares of DFAI stock, worth $1.42 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
45,967Holding current value
$1.42 Million% of portfolio
1.36%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
615Shares Held
231MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$996 Million6.3% of portfolio
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Sym Financial Corp6.65MShares$205 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6MShares$185 Million0.01% of portfolio
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Envestnet Asset Management Inc5.99MShares$185 Million0.06% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$172 Million17.39% of portfolio