American Investment Services, Inc. Dimensional ETF Tr Transaction History
American Investment Services, Inc.
- $584 Million
- Q3 2024
A detailed history of American Investment Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, American Investment Services, Inc. holds 34,414 shares of DFAU stock, worth $1.4 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
34,414
Previous 60,087
42.73%
Holding current value
$1.4 Million
Previous $2.25 Million
39.39%
% of portfolio
0.23%
Previous 0.41%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio