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 $625,688. This represents 0.08% of its overall portfolio holdings.
Number of Shares
15,495
Previous 15,491
0.03%
Holding current value
$625,688
Previous $580,000
5.86%
% of portfolio
0.08%
Previous 0.09%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio