Chicago Partners Investment Group LLC Dimensional ETF Tr Transaction History
Chicago Partners Investment Group LLC
- $3.16 Billion
- Q2 2025
A detailed history of Chicago Partners Investment Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 200,549 shares of DFAU stock, worth $8.88 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
200,549
Previous 200,993
0.22%
Holding current value
$8.88 Million
Previous $7.73 Million
9.95%
% of portfolio
0.27%
Previous 0.27%
Shares
19 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
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