Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Transaction History
Strategic Investment Solutions, Inc. /Il
- $345 Billion
- Q1 2025
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 248,321 shares of DFAU stock, worth $10.7 Million. This represents 2.77% of its overall portfolio holdings.
Number of Shares
248,321
Previous 220,133
12.8%
Holding current value
$10.7 Million
Previous $8.65 Billion
10.23%
% of portfolio
2.77%
Previous 2.89%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
506Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$242 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$178 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$161 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$152 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$151 Million1.87% of portfolio