Wp Wealth LLP Dimensional ETF Tr Transaction History
Wp Wealth LLP
- $482 Billion
- Q3 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wp Wealth LLP holds 1,167,376 shares of DFAU stock, worth $49.1 Million. This represents 9.61% of its overall portfolio holdings.
Number of Shares
1,167,376
Previous 1,119,185
4.31%
Holding current value
$49.1 Million
Previous $42 Billion
10.43%
% of portfolio
9.61%
Previous 10.13%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
415Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$174 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio