Robinson Smith Wealth Advisors LLC Dimensional ETF Tr Transaction History
Robinson Smith Wealth Advisors LLC
- $114 Billion
- Q2 2024
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 75,761 shares of DFAU stock, worth $3.03 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
75,761
Previous 69,005
9.79%
Holding current value
$3.03 Million
Previous $2.52 Billion
12.64%
% of portfolio
2.5%
Previous 2.42%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
408Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$193 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$166 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$147 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$140 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$115 Million0.71% of portfolio