Cardiff Park Advisors, LLC Dimensional ETF Tr Transaction History
Cardiff Park Advisors, LLC
- $1.45 Billion
- Q3 2024
A detailed history of Cardiff Park Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cardiff Park Advisors, LLC holds 26,663 shares of DFAU stock, worth $1.08 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
26,663
Previous 26,544
0.45%
Holding current value
$1.08 Million
Previous $995,000
6.33%
% of portfolio
0.07%
Previous 0.07%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio