Bcu Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Bcu Wealth Advisors, LLC
- $168 Billion
- Q3 2024
A detailed history of Bcu Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bcu Wealth Advisors, LLC holds 92,425 shares of DFAU stock, worth $3.79 Million. This represents 2.19% of its overall portfolio holdings.
Number of Shares
92,425
Previous 75,855
21.84%
Holding current value
$3.79 Million
Previous $2.84 Billion
28.99%
% of portfolio
2.19%
Previous 2.1%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$198 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$151 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$118 Million0.71% of portfolio