Fort Vancouver Investment Management, LLC Dimensional ETF Tr Transaction History
Fort Vancouver Investment Management, LLC
- $116 Billion
- Q3 2024
A detailed history of Fort Vancouver Investment Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fort Vancouver Investment Management, LLC holds 2,511 shares of DFAU stock, worth $99,234. This represents 0.09% of its overall portfolio holdings.
Number of Shares
2,511
Previous 3,056
17.83%
Holding current value
$99,234
Previous $115 Million
13.01%
% of portfolio
0.09%
Previous 0.11%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
409Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$191 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$145 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$138 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$114 Million0.71% of portfolio