Smartleaf Asset Management LLC Dimensional ETF Tr Transaction History
Smartleaf Asset Management LLC
- $610 Billion
- Q2 2024
A detailed history of Smartleaf Asset Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 7,339 shares of DFAU stock, worth $304,054. This represents 0.05% of its overall portfolio holdings.
Number of Shares
7,339
Previous 7,459
1.61%
Holding current value
$304,054
Previous $249 Million
10.87%
% of portfolio
0.05%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
407Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio