Aquire Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Aquire Wealth Advisors, LLC
- $325 Million
- Q1 2025
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 3,757,283 shares of DFAU stock, worth $152 Million. This represents 44.46% of its overall portfolio holdings.
Number of Shares
3,757,283
Previous 3,616,414
3.9%
Holding current value
$152 Million
Previous $146 Million
1.37%
% of portfolio
44.46%
Previous 45.35%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
503Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$227 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$143 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$142 Million1.87% of portfolio
-
Allworth Financial LP3.21MShares$130 Million0.71% of portfolio