Captrust Financial Advisors Dimensional ETF Tr Transaction History
Captrust Financial Advisors
- $33 Billion
- Q3 2024
A detailed history of Captrust Financial Advisors transactions in Dimensional ETF Tr stock. As of the latest transaction made, Captrust Financial Advisors holds 44,083 shares of DFAU stock, worth $1.83 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
44,083
Previous 40,563
8.68%
Holding current value
$1.83 Million
Previous $1.52 Million
15.07%
% of portfolio
0.01%
Previous 0.0%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio