Bcm Advisors, LLC Dimensional ETF Tr Transaction History
Bcm Advisors, LLC
- $441 Million
- Q3 2024
A detailed history of Bcm Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bcm Advisors, LLC holds 1,583,367 shares of DFAU stock, worth $65.6 Million. This represents 14.26% of its overall portfolio holdings.
Number of Shares
1,583,367
Previous 1,555,977
1.76%
Holding current value
$65.6 Million
Previous $58.3 Million
7.73%
% of portfolio
14.26%
Previous 13.01%
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