Compass Advisory Group LLC Dimensional ETF Tr Transaction History
Compass Advisory Group LLC
- $312 Million
- Q3 2025
A detailed history of Compass Advisory Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Compass Advisory Group LLC holds 10,605 shares of DFAU stock, worth $487,299. This represents 0.16% of its overall portfolio holdings.
Number of Shares
10,605
Previous 10,605
-0.0%
Holding current value
$487,299
Previous $449,000
8.02%
% of portfolio
0.16%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio