Ascent Group, LLC Dimensional ETF Tr Transaction History
Ascent Group, LLC
- $1.29 Billion
- Q3 2024
A detailed history of Ascent Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ascent Group, LLC holds 6,571 shares of DFAU stock, worth $267,505. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,571
Previous 6,571
-0.0%
Holding current value
$267,505
Previous $246,000
5.69%
% of portfolio
0.02%
Previous 0.02%
Shares
2 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