Ars Wealth Advisors Group, LLC Dimensional ETF Tr Transaction History
Ars Wealth Advisors Group, LLC
- $682 Million
- Q1 2025
A detailed history of Ars Wealth Advisors Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ars Wealth Advisors Group, LLC holds 5,960 shares of DFAU stock, worth $226,182. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,960
Previous 5,960
-0.0%
Holding current value
$226,182
Previous $241,000
5.81%
% of portfolio
0.03%
Previous 0.03%
Shares
3 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
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio