True Wealth Design, LLC Dimensional ETF Tr Transaction History
True Wealth Design, LLC
- $405 Billion
- Q2 2024
A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, True Wealth Design, LLC holds 4,600 shares of DFAU stock, worth $180,872. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,600
Previous 4,600
-0.0%
Holding current value
$180,872
Previous $168 Million
2.6%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$172 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$132 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio