Atlas Capital Advisors LLC Dimensional ETF Tr Transaction History
Atlas Capital Advisors LLC
- $656 Billion
- Q3 2024
A detailed history of Atlas Capital Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 1,202 shares of DFAU stock, worth $48,536. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,202
Previous 1,457
17.5%
Holding current value
$48,536
Previous $54.6 Million
12.66%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio