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 $263,894. This represents 0.19% of its overall portfolio holdings.
Number of Shares
5,712
Previous 6,072
5.93%
Holding current value
$263,894
Previous $233,000
3.43%
% of portfolio
0.19%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
531Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$200 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$192 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$176 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$174 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$160 Million1.86% of portfolio