Tanglewood Legacy Advisors, LLC Dimensional ETF Tr Transaction History
Tanglewood Legacy Advisors, LLC
- $228 Billion
- Q1 2025
A detailed history of Tanglewood Legacy Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 42,517 shares of DFAU stock, worth $1.84 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
42,517
Previous 58,287
27.06%
Holding current value
$1.84 Million
Previous $2.36 Billion
30.75%
% of portfolio
0.72%
Previous 1.01%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
513Shares Held
139MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$243 Million1.87% of portfolio
-
Rvw Wealth, LLC4.33MShares$187 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$179 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$153 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$152 Million1.87% of portfolio