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 $49,979. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,202
Previous 1,457
17.5%
Holding current value
$49,979
Previous $54.6 Million
12.66%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
441Shares Held
2.1BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.4 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$206 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$151 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio