Baron Silver Stevens Financial Advisors, LLC Dimensional ETF Tr Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $569 Million
- Q3 2024
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 47,043 shares of DFAU stock, worth $1.92 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
47,043
Previous 24,923
88.75%
Holding current value
$1.92 Million
Previous $934,000
99.89%
% of portfolio
0.33%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio