Black Point Wealth Management Dimensional ETF Tr Transaction History
Black Point Wealth Management
- $86.4 Billion
- Q4 2024
A detailed history of Black Point Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Black Point Wealth Management holds 20,329 shares of DFAU stock, worth $776,974. This represents 0.95% of its overall portfolio holdings.
Number of Shares
20,329
Previous 20,329
-0.0%
Holding current value
$776,974
Previous $807 Million
2.02%
% of portfolio
0.95%
Previous 0.93%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
481Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$75.7 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.97 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$189 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$139 Million1.81% of portfolio