B.O.S.S. Retirement Advisors, LLC Dimensional ETF Tr Transaction History
B.O.S.S. Retirement Advisors, LLC
- $497 Billion
- Q3 2024
A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 123,121 shares of DFAU stock, worth $5.1 Million. This represents 0.98% of its overall portfolio holdings.
Number of Shares
123,121
Previous 107,169
14.88%
Holding current value
$5.1 Million
Previous $4.02 Billion
21.63%
% of portfolio
0.98%
Previous 1.03%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
408Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio