Bos Asset Management, LLC Dimensional ETF Tr Transaction History

Bos Asset Management, LLC

$272 Billion
Q3 2024

A detailed history of Bos Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bos Asset Management, LLC holds 5,168 shares of DFAU stock, worth $214,110. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,168

Holding current value

$214,110

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 16, 2024	BUY	$35.8 - $39.69 $185,014 - $205,117	5,168 New	5,168 $205 Million

Others Institutions Holding DFAU

# of Institutions

407

Shares Held

105M

Call Options Held

Put Options Held

Sequoia Financial Advisors, LLC

4.82M
Shares

$200 Million
2.14% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$172 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.68M
Shares

$152 Million
1.87% of portfolio
Aquire Wealth Advisors, LLC

3.5M
Shares

$145 Million
43.58% of portfolio
Allworth Financial LP

2.88M
Shares

$119 Million
0.71% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Bos Asset Management, LLC Dimensional ETF Tr Transaction History