Wilbanks Smith & Thomas Asset Management LLC Dimensional ETF Tr Transaction History
Wilbanks Smith & Thomas Asset Management LLC
- $3.54 Billion
- Q1 2024
A detailed history of Wilbanks Smith & Thomas Asset Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wilbanks Smith & Thomas Asset Management LLC holds 1,815,008 shares of DFAI stock, worth $67.3 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
1,815,008
Previous 1,771,013
2.48%
Holding current value
$67.3 Million
Previous $50.7 Million
8.14%
% of portfolio
1.55%
Previous 1.56%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall 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