Kennedy Investment Group Dimensional ETF Tr Transaction History
Kennedy Investment Group
- $221 Billion
- Q4 2024
A detailed history of Kennedy Investment Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kennedy Investment Group holds 53,153 shares of DFAU stock, worth $2.19 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
53,153
Previous 39,609
34.19%
Holding current value
$2.19 Million
Previous $1.57 Billion
36.9%
% of portfolio
0.97%
Previous 0.72%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.21 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$204 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$150 Million1.81% of portfolio