Blodgett Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Blodgett Wealth Advisors, LLC
- $127 Million
- Q2 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 5,712 shares of DFAU stock, worth $249,842. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,712
Previous 6,072
5.93%
Holding current value
$249,842
Previous $233,000
3.43%
% of portfolio
0.19%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
518Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$291 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$189 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$182 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$154 Million1.87% of portfolio