Concurrent Investment Advisors, LLC Dimensional ETF Tr Transaction History
Concurrent Investment Advisors, LLC
- $5.17 Trillion
- Q2 2025
A detailed history of Concurrent Investment Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 21,297 shares of DFAU stock, worth $972,421. This represents 0.02% of its overall portfolio holdings.
Number of Shares
21,297Holding current value
$972,421% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
536Shares Held
138MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.5MShares$205 Million17.72% of portfolio
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Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
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Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
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Aquire Wealth Advisors, LLC3.61MShares$165 Million40.64% of portfolio