Allworth Financial LP Dimensional ETF Tr Transaction History
Allworth Financial LP
- $14 Billion
- Q1 2024
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Allworth Financial LP holds 2,412,078 shares of DFAU stock, worth $90.5 Million. This represents 0.63% of its overall portfolio holdings.
Number of Shares
2,412,078
Previous 2,455,877
1.78%
Holding current value
$90.5 Million
Previous $81.7 Million
7.94%
% of portfolio
0.63%
Previous 0.63%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
385Shares Held
95.2MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$157 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$156 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$138 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$121 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$100 Million25.27% of portfolio