Allworth Financial LP Dimensional ETF Tr Transaction History
Allworth Financial LP
- $20.2 Billion
- Q2 2025
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Allworth Financial LP holds 3,813,798 shares of DFAU stock, worth $169 Million. This represents 0.8% of its overall portfolio holdings.
Number of Shares
3,813,798
Previous 3,207,530
18.9%
Holding current value
$169 Million
Previous $123 Million
31.03%
% of portfolio
0.8%
Previous 0.71%
Shares
19 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$192 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$184 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$167 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$154 Million1.86% of portfolio
-
Aquire Wealth Advisors, LLC3.46MShares$153 Million39.41% of portfolio