Advisor Net Financial, Inc Dimensional ETF Tr Transaction History
Advisor Net Financial, Inc
- $1.05 Billion
- Q2 2024
A detailed history of Advisor Net Financial, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Advisor Net Financial, Inc holds 354,221 shares of DFAU stock, worth $13.4 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
354,221
Previous 358,492
1.19%
Holding current value
$13.4 Million
Previous $13.1 Million
1.37%
% of portfolio
1.26%
Previous 1.31%
Shares
15 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$152 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$128 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$105 Million26.74% of portfolio