Black Point Wealth Management Dimensional ETF Tr Transaction History
Black Point Wealth Management
- $86.3 Billion
- Q3 2024
A detailed history of Black Point Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Black Point Wealth Management holds 20,329 shares of DFAU stock, worth $830,033. This represents 0.93% of its overall portfolio holdings.
Number of Shares
20,329
Previous 18,579
9.42%
Holding current value
$830,033
Previous $697 Million
15.84%
% of portfolio
0.93%
Previous 0.72%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$197 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio