Oceanside Advisors LLC Dimensional ETF Tr Transaction History
Oceanside Advisors LLC
- $124 Billion
- Q2 2024
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oceanside Advisors LLC holds 34,094 shares of DFAU stock, worth $1.29 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
34,094
Previous 33,501
1.77%
Holding current value
$1.29 Million
Previous $1.22 Billion
4.42%
% of portfolio
1.03%
Previous 1.01%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
384Shares Held
98.2MCall 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, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio