Assured Partners Investment Advisors, LLC Dimensional ETF Tr Transaction History
Assured Partners Investment Advisors, LLC
- $409 Billion
- Q2 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 56,046 shares of DFAU stock, worth $2.43 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
56,046
Previous 58,401
4.03%
Holding current value
$2.43 Million
Previous $2.24 Billion
5.75%
% of portfolio
0.58%
Previous 0.43%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
525Shares Held
144MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$289 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$180 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$153 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.47MShares$151 Million1.86% of portfolio