180 Wealth Advisors, LLC Dimensional ETF Tr Transaction History
180 Wealth Advisors, LLC
- $613 Million
- Q1 2025
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 81,585 shares of DFAU stock, worth $3.08 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
81,585
Previous 81,050
0.66%
Holding current value
$3.08 Million
Previous $3.28 Million
4.97%
% of portfolio
0.51%
Previous 0.52%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
490Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.94 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$212 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$137 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$136 Million45.35% of portfolio