Baron Silver Stevens Financial Advisors, LLC Dimensional ETF Tr Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $569 Million
- Q1 2025
A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 86,252 shares of DFAU stock, worth $3.27 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
86,252
Previous 65,375
31.93%
Holding current value
$3.27 Million
Previous $2.65 Million
25.24%
% of portfolio
0.58%
Previous 0.45%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
503Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$143 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$134 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$134 Million1.87% of portfolio