Bcu Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Bcu Wealth Advisors, LLC
- $135 Billion
- Q2 2024
A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 75,855 shares of DFAU stock, worth $2.88 Million. This represents 2.1% of its overall portfolio holdings.
Number of Shares
75,855
Previous 63,574
19.32%
Holding current value
$2.88 Million
Previous $2.32 Billion
22.42%
% of portfolio
2.1%
Previous 1.97%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$152 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$128 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$105 Million26.74% of portfolio