Assured Partners Investment Advisors, LLC Dimensional ETF Tr Transaction History
Assured Partners Investment Advisors, LLC
- $449 Billion
- Q3 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 64,955 shares of DFAU stock, worth $2.98 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
64,955
Previous 56,046
15.9%
Holding current value
$2.98 Million
Previous $2.37 Billion
25.2%
% of portfolio
0.66%
Previous 0.58%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio