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 $8.73 Million. This represents 4.4% of its overall portfolio holdings.
Number of Shares
199,857
Previous 159,721
25.13%
Holding current value
$8.73 Million
Previous $4.32 Billion
33.23%
% of portfolio
4.4%
Previous 3.66%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
526Shares Held
139MCall Options Held
30.6KPut Options Held
700-
Rvw Wealth, LLC4.33MShares$189 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$167 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$164 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$151 Million1.86% of portfolio