Blodgett Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Blodgett Wealth Advisors, LLC
- $117 Million
- Q1 2025
A detailed history of Blodgett Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Blodgett Wealth Advisors, LLC holds 6,072 shares of DFAU stock, worth $248,162. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,072
Previous 6,072
-0.0%
Holding current value
$248,162
Previous $245,000
4.9%
% of portfolio
0.2%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
504Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio