Baron Silver Stevens Financial Advisors, LLC Dimensional ETF Tr Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $527 Million
- Q2 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 24,923 shares of DFAU stock, worth $988,196. This represents 0.18% of its overall portfolio holdings.
Number of Shares
24,923
Previous 12,280
102.96%
Holding current value
$988,196
Previous $448,000
108.48%
% of portfolio
0.18%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$174 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$165 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$134 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$110 Million26.74% of portfolio