Capital Investment Advisory Services, LLC Dimensional ETF Tr Transaction History
Capital Investment Advisory Services, LLC
- $1.13 Billion
- Q2 2025
A detailed history of Capital Investment Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Investment Advisory Services, LLC holds 164,298 shares of DFAU stock, worth $7.27 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
164,298
Previous 156,452
5.01%
Holding current value
$7.27 Million
Previous $6.01 Million
15.71%
% of portfolio
0.62%
Previous 0.58%
Shares
18 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