Wp Wealth LLP Dimensional ETF Tr Transaction History
Wp Wealth LLP
- $414 Billion
- Q2 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wp Wealth LLP holds 1,119,185 shares of DFAU stock, worth $44.2 Million. This represents 10.13% of its overall portfolio holdings.
Number of Shares
1,119,185
Previous 1,033,337
8.31%
Holding current value
$44.2 Million
Previous $37.8 Billion
11.12%
% of portfolio
10.13%
Previous 9.76%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
409Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$191 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$145 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$138 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$114 Million0.71% of portfolio