Balance Wealth, LLC Dimensional ETF Tr Transaction History
Balance Wealth, LLC
- $154 Billion
- Q1 2025
A detailed history of Balance Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Balance Wealth, LLC holds 46,550 shares of DFAU stock, worth $2.03 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
46,550Holding current value
$2.03 Million% of portfolio
1.16%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
526Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Rvw Wealth, LLC4.33MShares$189 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$167 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$164 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$151 Million1.86% of portfolio