Builder Investment Group Inc /Adv Dimensional ETF Tr Transaction History
Builder Investment Group Inc /Adv
- $352 Billion
- Q1 2025
A detailed history of Builder Investment Group Inc /Adv transactions in Dimensional ETF Tr stock. As of the latest transaction made, Builder Investment Group Inc /Adv holds 9,789 shares of DFAU stock, worth $369,241. This represents 0.11% of its overall portfolio holdings.
Number of Shares
9,789
Previous 7,347
33.24%
Holding current value
$369,241
Previous $297 Million
26.49%
% of portfolio
0.11%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
490Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.94 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$212 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$137 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$136 Million45.35% of portfolio