Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Transaction History
Strategic Investment Solutions, Inc. /Il
- $334 Billion
- Q3 2024
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 197,103 shares of DFAU stock, worth $7.96 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
197,103
Previous 183,415
7.46%
Holding current value
$7.96 Million
Previous $7.02 Billion
11.51%
% of portfolio
2.34%
Previous 2.27%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio