180 Wealth Advisors, LLC Dimensional ETF Tr Transaction History
180 Wealth Advisors, LLC
- $632 Million
- Q4 2024
A detailed history of 180 Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, 180 Wealth Advisors, LLC holds 81,050 shares of DFAU stock, worth $3.41 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
81,050
Previous 78,815
2.84%
Holding current value
$3.41 Million
Previous $3.13 Million
4.89%
% of portfolio
0.52%
Previous 0.5%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
418Shares Held
109MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio