Redmont Wealth Advisors LLC Dimensional ETF Tr Transaction History
Redmont Wealth Advisors LLC
- $56.1 Million
- Q4 2024
A detailed history of Redmont Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Redmont Wealth Advisors LLC holds 9,208 shares of DFAI stock, worth $287,934. This represents 0.48% of its overall portfolio holdings.
Number of Shares
9,208
Previous 9,208
-0.0%
Holding current value
$287,934
Previous $292,000
8.22%
% of portfolio
0.48%
Previous 0.47%
Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
602Shares Held
229MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$187 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$187 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$174 Million17.39% of portfolio