Creative Capital Management Investments LLC Dimensional ETF Tr Transaction History
Creative Capital Management Investments LLC
- $191 Million
- Q2 2024
A detailed history of Creative Capital Management Investments LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 991 shares of DFAU stock, worth $38,916. This represents 0.02% of its overall portfolio holdings.
Number of Shares
991
Previous 991
-0.0%
Holding current value
$38,916
Previous $36,000
2.78%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$172 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$132 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio