B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Transaction History
B.O.S.S. Retirement Advisors, LLC
- $391 Billion
- Q2 2024
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 107,169 shares of DFAU stock, worth $4.16 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
107,169
Previous 67,741
58.2%
Holding current value
$4.16 Million
Previous $2.25 Billion
78.38%
% of portfolio
1.03%
Previous 0.86%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$170 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$161 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$156 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$131 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$107 Million26.74% of portfolio