Spectrum Investment Advisors, Inc. Dimensional ETF Tr Transaction History
Spectrum Investment Advisors, Inc.
- $137 Billion
- Q2 2024
A detailed history of Spectrum Investment Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spectrum Investment Advisors, Inc. holds 587,125 shares of DFAU stock, worth $23.1 Million. This represents 16.11% of its overall portfolio holdings.
Number of Shares
587,125
Previous 567,951
3.38%
Holding current value
$23.1 Million
Previous $20.8 Billion
6.06%
% of portfolio
16.11%
Previous 15.32%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$172 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$132 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio