Roundview Capital LLC Dimensional ETF Tr Transaction History
Roundview Capital LLC
- $1.54 Billion
- Q3 2025
A detailed history of Roundview Capital LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Roundview Capital LLC holds 19,794 shares of DFAI stock, worth $734,159. This represents 0.05% of its overall portfolio holdings.
Number of Shares
19,794
Previous 19,791
0.02%
Holding current value
$734,159
Previous $684,000
5.12%
% of portfolio
0.05%
Previous 0.05%
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