Colony Family Offices, LLC Dimensional ETF Tr Transaction History
Colony Family Offices, LLC
- $294 Million
- Q4 2024
A detailed history of Colony Family Offices, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Colony Family Offices, LLC holds 16,930 shares of DFAU stock, worth $692,267. This represents 0.23% of its overall portfolio holdings.
Number of Shares
16,930
Previous 16,930
-0.0%
Holding current value
$692,267
Previous $671,000
2.09%
% of portfolio
0.23%
Previous 0.23%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.18 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$202 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$149 Million1.81% of portfolio