West Branch Capital LLC Dimensional ETF Tr Transaction History
West Branch Capital LLC
- $285 Million
- Q1 2025
A detailed history of West Branch Capital LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, West Branch Capital LLC holds 125 shares of DFAE stock, worth $3,117. This represents 0.0% of its overall portfolio holdings.
Number of Shares
125
Previous 125
-0.0%
Holding current value
$3,117
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFAE
# of Institutions
539Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$388 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$316 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$223 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$132 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$114 Million0.01% of portfolio