Aspect Partners, LLC Dimensional ETF Tr Transaction History
Aspect Partners, LLC
- $175 Billion
- Q1 2025
A detailed history of Aspect Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aspect Partners, LLC holds 12,874 shares of DFAU stock, worth $488,568. This represents 0.28% of its overall portfolio holdings.
Number of Shares
12,874
Previous 12,874
-0.0%
Holding current value
$488,568
Previous $521 Million
5.06%
% of portfolio
0.28%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
495Shares 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