Baron Silver Stevens Financial Advisors, LLC Dimensional ETF Tr Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $587 Million
- Q4 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 65,375 shares of DFAU stock, worth $2.71 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
65,375
Previous 47,043
38.97%
Holding current value
$2.71 Million
Previous $1.87 Million
41.78%
% of portfolio
0.45%
Previous 0.33%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall 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