Cooper Financial Group Dimensional ETF Tr Transaction History
Cooper Financial Group
- $752 Million
- Q3 2024
A detailed history of Cooper Financial Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cooper Financial Group holds 15,495 shares of DFAU stock, worth $630,801. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,495
Previous 15,491
0.03%
Holding current value
$630,801
Previous $580,000
5.86%
% of portfolio
0.08%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio