Walden Wealth Partners LLC Dimensional ETF Tr Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Walden Wealth Partners LLC holds 39,610 shares of DFAE stock, worth $1.03 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
39,610
Previous 39,252
0.91%
Holding current value
$1.03 Million
Previous $975 Million
5.1%
% of portfolio
0.57%
Previous 0.57%
Shares
3 transactions
Others Institutions Holding DFAE
# of Institutions
513Shares Held
167MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$405 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$330 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$233 Million2.96% of portfolio
-
Ubs Group Ag5.26MShares$137 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$118 Million0.01% of portfolio