Ascent Group, LLC Dimensional ETF Tr Transaction History
Ascent Group, LLC
- $2.45 Billion
- Q2 2025
A detailed history of Ascent Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ascent Group, LLC holds 6,125 shares of DFAU stock, worth $266,498. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,125
Previous 6,047
1.29%
Holding current value
$266,498
Previous $232,000
11.64%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
521Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$290 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$153 Million1.87% of portfolio