Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History
Allegiance Financial Group Advisory Services LLC
- $329 Billion
- Q1 2025
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 447,616 shares of DFAU stock, worth $18.6 Million. This represents 5.23% of its overall portfolio holdings.
Number of Shares
447,616
Previous 417,707
7.16%
Holding current value
$18.6 Million
Previous $16.9 Billion
1.73%
% of portfolio
5.23%
Previous 5.48%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$234 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$156 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$147 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$147 Million1.87% of portfolio