Sollinda Capital Management LLC Dimensional ETF Tr Transaction History
Sollinda Capital Management LLC
- $364 Billion
- Q4 2024
A detailed history of Sollinda Capital Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sollinda Capital Management LLC holds 198,507 shares of DFAU stock, worth $8.2 Million. This represents 2.21% of its overall portfolio holdings.
Number of Shares
198,507
Previous 182,564
8.73%
Holding current value
$8.2 Million
Previous $7.25 Billion
10.92%
% of portfolio
2.21%
Previous 2.05%
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