Carson Allaria Wealth Management, Ltd. Dimensional ETF Tr Transaction History
Carson Allaria Wealth Management, Ltd.
- $169 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
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Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
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Allworth Financial LP2.88MShares$117 Million0.71% of portfolio