Spring Vest Wealth Management LLC Dimensional ETF Tr Transaction History
Spring Vest Wealth Management LLC
- $136 Billion
- Q3 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 173,353 shares of DFAI stock, worth $6.43 Million. This represents 4.63% of its overall portfolio holdings.
Number of Shares
173,353
Previous 154,427
12.26%
Holding current value
$6.43 Million
Previous $5.34 Billion
18.04%
% of portfolio
4.63%
Previous 4.32%
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