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 $489,951. This represents 0.19% of its overall portfolio holdings.
Number of Shares
10,605
Previous 10,605
-0.0%
Holding current value
$489,951
Previous $407,000
10.32%
% of portfolio
0.19%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
531Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$200 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$192 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$176 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$174 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$160 Million1.86% of portfolio