Delap Wealth Advisory, LLC Dimensional ETF Tr Transaction History

Delap Wealth Advisory, LLC

$208 Billion
Q2 2025

A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 11,209 shares of DFAU stock, worth $511,802. This represents 0.23% of its overall portfolio holdings.

Number of Shares

11,209

Holding current value

$511,802

% of portfolio

0.23%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 28, 2025	BUY	$34.04 - $42.36 $381,554 - $474,813	11,209 New	11,209 $475 Million

Others Institutions Holding DFAU

# of Institutions

537

Shares Held

146M

Call Options Held

58.3K

Put Options Held

Sequoia Financial Advisors, LLC

7.01M
Shares

$320 Million
2.19% of portfolio
Rvw Wealth, LLC

4.5M
Shares

$205 Million
17.72% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$190 Million
5.04% of portfolio
Allworth Financial LP

3.81M
Shares

$174 Million
0.8% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

3.77M
Shares

$172 Million
1.91% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Delap Wealth Advisory, LLC Dimensional ETF Tr Transaction History