Ethos Financial Group, LLC Dimensional ETF Tr Transaction History
Ethos Financial Group, LLC
- $528 Million
- Q3 2024
A detailed history of Ethos Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ethos Financial Group, LLC holds 12,877 shares of DFAU stock, worth $540,061. This represents 0.1% of its overall portfolio holdings.
Number of Shares
12,877
Previous 12,858
0.15%
Holding current value
$540,061
Previous $482,000
6.02%
% of portfolio
0.1%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$202 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$174 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$154 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio