Barrett & Company, Inc. Dimensional ETF Tr Transaction History
Barrett & Company, Inc.
- $211 Billion
- Q1 2024
A detailed history of Barrett & Company, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Barrett & Company, Inc. holds 19,111 shares of DFAU stock, worth $728,129. This represents 0.33% of its overall portfolio holdings.
Number of Shares
19,111
Previous 19,110
0.01%
Holding current value
$728,129
Previous $635 Million
9.9%
% of portfolio
0.33%
Previous 0.34%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.4MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$159 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$140 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$123 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$102 Million25.27% of portfolio