Blodgett Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Blodgett Wealth Advisors, LLC
- $127 Million
- Q4 2024
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 $253,080. This represents 0.19% of its overall portfolio holdings.
Number of Shares
6,072
Previous 6,072
-0.0%
Holding current value
$253,080
Previous $240,000
2.08%
% of portfolio
0.19%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
424Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.6 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio