Balance Wealth, LLC Dimensional ETF Tr Transaction History

Balance Wealth, LLC

$154 Billion
Q1 2025

A detailed history of Balance Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balance Wealth, LLC holds 46,550 shares of DFAU stock, worth $1.76 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares

46,550

Holding current value

$1.76 Million

% of portfolio

1.16%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 23, 2025	BUY	$37.84 - $42.29 $1.76 Million - $1.97 Million	46,550 New	46,550 $1.79 Billion

Others Institutions Holding DFAU

# of Institutions

490

Shares Held

203M

Call Options Held

Put Options Held

400

Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$2.94 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

5.63M
Shares

$212 Million
1.87% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$157 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$137 Million
1.81% of portfolio
Aquire Wealth Advisors, LLC

3.62M
Shares

$136 Million
45.35% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Balance Wealth, LLC Dimensional ETF Tr Transaction History