Steward Financial Group LLC Dimensional ETF Tr Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Steward Financial Group LLC holds 3,671 shares of DFAI stock, worth $136,157. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,671
Previous 3,671
-0.0%
Holding current value
$136,157
Previous $100,000
5.0%
% of portfolio
0.03%
Previous 0.03%
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