American Capital Advisory, LLC Dimensional ETF Tr Transaction History
American Capital Advisory, LLC
- $140 Billion
- Q2 2024
A detailed history of American Capital Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, American Capital Advisory, LLC holds 176,457 shares of DFAU stock, worth $6.93 Million. This represents 4.19% of its overall portfolio holdings.
Number of Shares
176,457
Previous 93,032
89.67%
Holding current value
$6.93 Million
Previous $2.68 Billion
119.21%
% of portfolio
4.19%
Previous 2.34%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$172 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$132 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio