Cooper Financial Group Dimensional ETF Tr Transaction History
Cooper Financial Group
- $808 Million
- Q4 2024
A detailed history of Cooper Financial Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cooper Financial Group holds 15,391 shares of DFAU stock, worth $580,548. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,391
Previous 15,495
0.67%
Holding current value
$580,548
Previous $614,000
1.47%
% of portfolio
0.08%
Previous 0.08%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
491Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.94 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$212 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$137 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$136 Million45.35% of portfolio