American Capital Advisory, LLC Dimensional ETF Tr Transaction History
American Capital Advisory, LLC
- $115 Billion
- Q1 2024
A detailed history of American Capital Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, American Capital Advisory, LLC holds 93,032 shares of DFAU stock, worth $3.54 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
93,032
Previous 176,457
47.28%
Holding current value
$3.54 Million
Previous $5.87 Billion
54.38%
% of portfolio
2.34%
Previous 4.19%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$159 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$140 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$123 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$102 Million25.27% of portfolio