Assured Partners Investment Advisors, LLC Dimensional ETF Tr Transaction History
Assured Partners Investment Advisors, LLC
- $513 Billion
- Q4 2024
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 48,780 shares of DFAU stock, worth $2.03 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
48,780Holding current value
$2.03 Million% of portfolio
0.38%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
458Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.5 Billion4.8% of portfolio
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Essential Planning, Llc. Portsmouth, NH77.8MShares$3.24 Billion21.06% of portfolio
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Sequoia Financial Advisors, LLC4.94MShares$206 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$152 Million1.81% of portfolio