Compass Advisory Group LLC Dimensional ETF Tr Transaction History
Compass Advisory Group LLC
- $234 Million
- Q2 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 $460,363. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,605
Previous 10,605
-0.0%
Holding current value
$460,363
Previous $407,000
10.32%
% of portfolio
0.19%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
525Shares Held
144MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$289 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$180 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$153 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.47MShares$151 Million1.86% of portfolio