180 Wealth Advisors, LLC Dimensional ETF Tr Transaction History
180 Wealth Advisors, LLC
- $629 Million
- Q3 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 78,815 shares of DFAU stock, worth $3.22 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
78,815
Previous 74,554
5.72%
Holding current value
$3.22 Million
Previous $2.8 Million
11.91%
% of portfolio
0.5%
Previous 0.47%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$197 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio