Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Transaction History
Strategic Investment Solutions, Inc. /Il
- $576 Billion
- Q4 2023
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 97,991 shares of DFAU stock, worth $3.73 Million. This represents 0.57% of its overall portfolio holdings.
Number of Shares
97,991
Previous 5,356,199
98.17%
Holding current value
$3.73 Million
Previous $167 Billion
98.05%
% of portfolio
0.57%
Previous 2.06%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$159 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$140 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$123 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$102 Million25.27% of portfolio