Coppell Advisory Solutions LLC Dimensional ETF Tr Transaction History
Coppell Advisory Solutions LLC
- $680 Billion
- Q3 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 9,549 shares of DFAU stock, worth $397,811. This represents 0.06% of its overall portfolio holdings.
Number of Shares
9,549
Previous 10,250
6.84%
Holding current value
$397,811
Previous $384 Million
1.74%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$120 Million0.71% of portfolio