Creative Capital Management Investments LLC Dimensional ETF Tr Transaction History
Creative Capital Management Investments LLC
- $179 Million
- Q1 2024
A detailed history of Creative Capital Management Investments LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Creative Capital Management Investments LLC holds 991 shares of DFAU stock, worth $37,727. This represents 0.02% of its overall portfolio holdings.
Number of Shares
991
Previous 1,313
24.52%
Holding current value
$37,727
Previous $43,000
16.28%
% of portfolio
0.02%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$159 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$140 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$123 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$102 Million25.27% of portfolio