Barrett & Company, Inc. Dimensional ETF Tr Transaction History
Barrett & Company, Inc.
- $237 Billion
- Q4 2024
A detailed history of Barrett & Company, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Barrett & Company, Inc. holds 16,191 shares of DFAU stock, worth $674,840. This represents 0.28% of its overall portfolio holdings.
Number of Shares
16,191
Previous 16,588
2.39%
Holding current value
$674,840
Previous $658 Million
0.43%
% of portfolio
0.28%
Previous 0.29%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
424Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.6 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio