Betterment LLC Dimensional ETF Tr Transaction History
Betterment LLC
- $38.6 Billion
- Q2 2024
A detailed history of Betterment LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Betterment LLC holds 1,094,099 shares of DFAU stock, worth $43.3 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,094,099
Previous 1,024,476
6.8%
Holding current value
$43.3 Million
Previous $37.4 Million
9.57%
% of portfolio
0.11%
Previous 0.1%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$173 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$133 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio