Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History
Allegiance Financial Group Advisory Services LLC
- $261 Billion
- Q2 2024
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 373,568 shares of DFAU stock, worth $14.9 Million. This represents 5.36% of its overall portfolio holdings.
Number of Shares
373,568
Previous 338,703
10.29%
Holding current value
$14.9 Million
Previous $12.4 Billion
13.16%
% of portfolio
5.36%
Previous 5.06%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
408Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$193 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$166 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$147 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$140 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$115 Million0.71% of portfolio