Asset Dedication, LLC Dimensional ETF Tr Transaction History
Asset Dedication, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Asset Dedication, LLC holds 2,139 shares of DFAU stock, worth $88,961. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,139
Previous 91
2250.55%
Holding current value
$88,961
Previous $3,000
2700.0%
% of portfolio
0.01%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$120 Million0.71% of portfolio