Tanglewood Legacy Advisors, LLC Dimensional ETF Tr Transaction History
Tanglewood Legacy Advisors, LLC
- $225 Billion
- Q3 2024
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 58,287 shares of DFAU stock, worth $2.35 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
58,287
Previous 58,287
-0.0%
Holding current value
$2.35 Million
Previous $2.19 Billion
5.87%
% of portfolio
1.03%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio