United Advisor Group, LLC Dimensional ETF Tr Transaction History
United Advisor Group, LLC
- $422 Million
- Q3 2024
A detailed history of United Advisor Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, United Advisor Group, LLC holds 116,934 shares of DFAI stock, worth $3.66 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
116,934
Previous 108,959
7.32%
Holding current value
$3.66 Million
Previous $3.23 Million
14.98%
% of portfolio
0.88%
Previous 1.06%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
594Shares Held
228MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.01 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$208 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$188 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$188 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$175 Million17.39% of portfolio