Atlas Capital Advisors LLC Dimensional ETF Tr Transaction History
Atlas Capital Advisors LLC
- $770 Billion
- Q2 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 1,457 shares of DFAU stock, worth $58,498. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,457
Previous 1,457
-0.0%
Holding current value
$58,498
Previous $53.2 Million
2.6%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
402Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$176 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$167 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$161 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$135 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$111 Million26.74% of portfolio