Sound Income Strategies, LLC Dimensional ETF Tr Transaction History

Sound Income Strategies, LLC

$1.56 Billion
Q1 2025

A detailed history of Sound Income Strategies, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sound Income Strategies, LLC holds 1 shares of DFAI stock, worth $30. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 1 -0.0%

Holding current value

$30

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 10, 2023	BUY	$25.21 - $27.45 $25 - $27	1 New	1 $0

Others Institutions Holding DFAI

# of Institutions

615

Shares Held

231M

Call Options Held

3.7K

Put Options Held

Essential Planning, Llc. Portsmouth, NH

32.3M
Shares

$996 Million
6.3% of portfolio
Sym Financial Corp

6.65M
Shares

$205 Million
25.25% of portfolio
Bank Of America Corp Charlotte, NC

6M
Shares

$185 Million
0.01% of portfolio
Envestnet Asset Management Inc

5.99M
Shares

$185 Million
0.06% of portfolio
Cable Hill Partners, LLC Portland, OR

5.58M
Shares

$172 Million
17.39% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

More about DFAI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.

Account

Sound Income Strategies, LLC Dimensional ETF Tr Transaction History