Berger Financial Group, Inc Dimensional ETF Tr Transaction History
Berger Financial Group, Inc
- $1.26 Billion
- Q2 2025
A detailed history of Berger Financial Group, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Berger Financial Group, Inc holds 28,529 shares of DFAU stock, worth $1.24 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
28,529
Previous 36,319
21.45%
Holding current value
$1.24 Million
Previous $1.4 Million
13.47%
% of portfolio
0.1%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
522Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$290 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$153 Million1.87% of portfolio