Asset Dedication, LLC Dimensional ETF Tr Transaction History
Asset Dedication, LLC
- $1.43 Billion
- Q2 2024
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Asset Dedication, LLC holds 91 shares of DFAU stock, worth $3,528. This represents 0.0% of its overall portfolio holdings.
Number of Shares
91
Previous 414
78.02%
Holding current value
$3,528
Previous $15,000
80.0%
% of portfolio
0.0%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$170 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$161 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$156 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$131 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$107 Million26.74% of portfolio