Coppell Advisory Solutions LLC Dimensional ETF Tr Transaction History
Coppell Advisory Solutions LLC
- $606 Billion
- Q2 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 10,250 shares of DFAU stock, worth $402,517. This represents 0.06% of its overall portfolio holdings.
Number of Shares
10,250
Previous 7,294
40.53%
Holding current value
$402,517
Previous $243 Million
58.45%
% of portfolio
0.06%
Previous 0.05%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$172 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$132 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio