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 $7.61 Million. This represents 4.4% of its overall portfolio holdings.
Number of Shares
199,857
Previous 159,721
25.13%
Holding current value
$7.61 Million
Previous $4.32 Billion
33.23%
% of portfolio
4.4%
Previous 3.66%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$159 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$140 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$123 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$102 Million25.27% of portfolio