Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History
Allegiance Financial Group Advisory Services LLC
- $378 Billion
- Q2 2025
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 481,620 shares of DFAU stock, worth $21.6 Million. This represents 5.4% of its overall portfolio holdings.
Number of Shares
481,620
Previous 447,616
7.6%
Holding current value
$21.6 Million
Previous $17.2 Billion
18.57%
% of portfolio
5.4%
Previous 5.23%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$194 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$186 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$171 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$169 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$155 Million1.86% of portfolio