Aspect Partners, LLC Dimensional ETF Tr Transaction History

Aspect Partners, LLC

$178 Billion
Q3 2024

A detailed history of Aspect Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aspect Partners, LLC holds 14,874 shares of DFAU stock, worth $607,305. This represents 0.33% of its overall portfolio holdings.

Number of Shares

14,874

Holding current value

$607,305

% of portfolio

0.33%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$35.8 - $39.69 $532,489 - $590,349	14,874 New	14,874 $590 Million

Others Institutions Holding DFAU

# of Institutions

413

Shares Held

108M

Call Options Held

Put Options Held

Sequoia Financial Advisors, LLC

4.82M
Shares

$197 Million
2.14% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$170 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.68M
Shares

$150 Million
1.87% of portfolio
Aquire Wealth Advisors, LLC

3.5M
Shares

$143 Million
43.58% of portfolio
Allworth Financial LP

2.88M
Shares

$117 Million
0.71% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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