Brainard Capital Management LLC Dimensional ETF Tr Transaction History
Brainard Capital Management LLC
- $131 Billion
- Q1 2023
A detailed history of Brainard Capital Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Brainard Capital Management LLC holds 199,857 shares of DFAU stock, worth $8.07 Million. This represents 4.4% of its overall portfolio holdings.
Number of Shares
199,857
Previous 159,721
25.13%
Holding current value
$8.07 Million
Previous $4.32 Billion
33.23%
% of portfolio
4.4%
Previous 3.66%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio