Wealth Preservation Advisors, LLC Dimensional ETF Tr Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 1,759 shares of DFAI stock, worth $65,241. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,759
Previous 1,759
-0.0%
Holding current value
$65,241
Previous $60.8 Million
5.15%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
716Shares Held
284MCall 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