Sentinel Wealth Management, Inc. Dimensional ETF Tr Transaction History
Sentinel Wealth Management, Inc.
- $115 Million
- Q3 2025
A detailed history of Sentinel Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sentinel Wealth Management, Inc. holds 181,922 shares of DFAI stock, worth $6.75 Million. This represents 5.74% of its overall portfolio holdings.
Number of Shares
181,922
Previous 158,541
14.75%
Holding current value
$6.75 Million
Previous $5.48 Million
20.63%
% of portfolio
5.74%
Previous 5.15%
Shares
2 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