Fin Dec Wealth Services, Inc. Dimensional ETF Tr Transaction History
Fin Dec Wealth Services, Inc.
- $158 Billion
- Q2 2024
A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 327,439 shares of DFAU stock, worth $13 Million. This represents 7.75% of its overall portfolio holdings.
Number of Shares
327,439
Previous 333,191
1.73%
Holding current value
$13 Million
Previous $12.2 Billion
0.83%
% of portfolio
7.75%
Previous 7.65%
Shares
7 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