Walter & Keenan Wealth Management LLC Dimensional ETF Tr Transaction History
Walter & Keenan Wealth Management LLC
- $328 Million
- Q4 2024
A detailed history of Walter & Keenan Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Walter & Keenan Wealth Management LLC holds 11,886 shares of DFAE stock, worth $312,245. This represents 0.09% of its overall portfolio holdings.
Number of Shares
11,886Holding current value
$312,245% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
538Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$408 Million2.64% of portfolio
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Retirement Systems Of Alabama12.7MShares$333 Million1.22% of portfolio
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Mather Group, Llc. Chicago, IL8.94MShares$235 Million2.96% of portfolio
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Ubs Group Ag5.28MShares$139 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.58MShares$120 Million0.01% of portfolio