Red Lighthouse Investment Management, LLC Dimensional ETF Tr Transaction History
Red Lighthouse Investment Management, LLC
- $239 Billion
- Q2 2024
A detailed history of Red Lighthouse Investment Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Red Lighthouse Investment Management, LLC holds 77,983 shares of DFAU stock, worth $2.96 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
77,983
Previous 77,983
-0.0%
Holding current value
$2.96 Million
Previous $2.85 Billion
2.6%
% of portfolio
1.22%
Previous 1.15%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$152 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$128 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$105 Million26.74% of portfolio