Cfs Investment Advisory Services, LLC Dimensional ETF Tr Transaction History
Cfs Investment Advisory Services, LLC
- $1.12 Billion
- Q4 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 20,997 shares of DFAU stock, worth $818,883. This represents 0.08% of its overall portfolio holdings.
Number of Shares
20,997
Previous 20,997
-0.0%
Holding current value
$818,883
Previous $833,000
2.04%
% of portfolio
0.08%
Previous 0.07%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
482Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$77.3 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.03 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$193 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$162 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$142 Million1.81% of portfolio