Wealth Architects, LLC Dimensional ETF Tr Transaction History
Wealth Architects, LLC
- $848 Million
- Q3 2024
A detailed history of Wealth Architects, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Architects, LLC holds 8,944 shares of DFAI stock, worth $273,775. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,944
Previous 8,290
7.89%
Holding current value
$273,775
Previous $245,000
15.92%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
562Shares Held
190MCall Options Held
7.8KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$988 Million6.3% of portfolio
-
Sym Financial Corp6.65MShares$204 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6.04MShares$185 Million0.02% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$171 Million17.39% of portfolio
-
Northern Trust Corp Chicago, IL4.32MShares$132 Million0.02% of portfolio