Sanctuary Wealth Management, L.L.C. Dimensional ETF Tr Transaction History
Sanctuary Wealth Management, L.L.C.
- $141 Million
- Q4 2024
A detailed history of Sanctuary Wealth Management, L.L.C. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sanctuary Wealth Management, L.L.C. holds 125,127 shares of DFAI stock, worth $4.64 Million. This represents 2.58% of its overall portfolio holdings.
Number of Shares
125,127
Previous 84,232
48.55%
Holding current value
$4.64 Million
Previous $2.68 Million
36.51%
% of portfolio
2.58%
Previous 2.0%
Shares
9 transactions
Others Institutions Holding DFAI
# of Institutions
730Shares Held
288MCall 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