Bcu Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Bcu Wealth Advisors, LLC
- $118 Billion
- Q1 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 63,574 shares of DFAU stock, worth $2.44 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
63,574
Previous 42,532
49.47%
Holding current value
$2.44 Million
Previous $1.41 Billion
64.26%
% of portfolio
1.97%
Previous 1.54%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
385Shares Held
97.9MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$168 Million2.04% of portfolio
-
Modera Wealth Management, LLC4.18MShares$160 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$124 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$102 Million25.27% of portfolio