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 $1.04 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
27,416
Previous 20,751
32.12%
Holding current value
$1.04 Million
Previous $522,000
41.76%
% of portfolio
1.03%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$139 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio