Bos Asset Management, LLC Dimensional ETF Tr Transaction History
Bos Asset Management, LLC
- $279 Billion
- Q4 2024
A detailed history of Bos Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bos Asset Management, LLC holds 5,168 shares of DFAU stock, worth $196,125. This represents 0.07% of its overall portfolio holdings.
Number of Shares
5,168
Previous 5,168
-0.0%
Holding current value
$196,125
Previous $205 Million
2.02%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
495Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio