Private Advisory Group LLC Dimensional ETF Tr Transaction History

Private Advisory Group LLC

$866 Million
Q4 2024

A detailed history of Private Advisory Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Private Advisory Group LLC holds 7,983 shares of DFAI stock, worth $249,628. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,983

Holding current value

$249,628

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$29.0 - $31.6 $231,507 - $252,262	7,983 New	7,983 $233,000

Others Institutions Holding DFAI

# of Institutions

602

Shares Held

229M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$1.01 Billion
6.3% of portfolio
Sym Financial Corp

6.65M
Shares

$208 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$187 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.99M
Shares

$187 Million
0.06% of portfolio
Cable Hill Partners, LLC Portland, OR

5.58M
Shares

$174 Million
17.39% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

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Private Advisory Group LLC Dimensional ETF Tr Transaction History