Capital Financial Services, LLC Dimensional ETF Tr Transaction History
Capital Financial Services, LLC
- $72 Million
- Q4 2022
A detailed history of Capital Financial Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Financial Services, LLC holds 27,416 shares of DFAU stock, worth $1.21 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
27,416
Previous 20,751
32.12%
Holding current value
$1.21 Million
Previous $522,000
41.76%
% of portfolio
1.03%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
531Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Rvw Wealth, LLC4.33MShares$192 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$184 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$169 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$167 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$154 Million1.86% of portfolio