Robinson Smith Wealth Advisors LLC Dimensional ETF Tr Transaction History
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q4 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 86,187 shares of DFAU stock, worth $3.56 Million. This represents 2.96% of its overall portfolio holdings.
Number of Shares
86,187
Previous 74,194
16.16%
Holding current value
$3.56 Million
Previous $2.94 Billion
18.5%
% of portfolio
2.96%
Previous 2.5%
Shares
5 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