North Capital, Inc. Dimensional ETF Tr Transaction History
North Capital, Inc.
- $106 Billion
- Q1 2025
A detailed history of North Capital, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, North Capital, Inc. holds 264,355 shares of DFAU stock, worth $10 Million. This represents 9.59% of its overall portfolio holdings.
Number of Shares
264,355Holding current value
$10 Million% of portfolio
9.59%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
492Shares Held
204MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio