Aquire Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Aquire Wealth Advisors, LLC
- $323 Million
- Q4 2024
A detailed history of Aquire Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 3,616,414 shares of DFAU stock, worth $137 Million. This represents 45.35% of its overall portfolio holdings.
Number of Shares
3,616,414
Previous 3,495,227
3.47%
Holding current value
$137 Million
Previous $139 Million
5.55%
% of portfolio
45.35%
Previous 43.58%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$134 Million1.69% of portfolio