Lauer Wealth, LLC Dimensional ETF Tr Transaction History
Lauer Wealth, LLC
- $127 Billion
- Q2 2024
A detailed history of Lauer Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lauer Wealth, LLC holds 203,917 shares of DFAU stock, worth $8.09 Million. This represents 6.17% of its overall portfolio holdings.
Number of Shares
203,917
Previous 40,600
402.26%
Holding current value
$8.09 Million
Previous $1.46 Billion
434.15%
% of portfolio
6.17%
Previous 1.27%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$174 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$165 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$134 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$110 Million26.74% of portfolio