Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History
Allegiance Financial Group Advisory Services LLC
- $309 Billion
- Q4 2024
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 417,707 shares of DFAU stock, worth $15.8 Million. This represents 5.48% of its overall portfolio holdings.
Number of Shares
417,707
Previous 395,442
5.63%
Holding current value
$15.8 Million
Previous $15.7 Billion
7.76%
% of portfolio
5.48%
Previous 5.46%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
491Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.94 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$212 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$137 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$136 Million45.35% of portfolio