Kennedy Investment Group Dimensional ETF Tr Transaction History
Kennedy Investment Group
- $217 Billion
- Q3 2024
A detailed history of Kennedy Investment Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kennedy Investment Group holds 39,609 shares of DFAU stock, worth $1.62 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
39,609
Previous 22,302
77.6%
Holding current value
$1.62 Million
Previous $836 Million
88.03%
% of portfolio
0.72%
Previous 0.42%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$197 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio