Delap Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Delap Wealth Advisory, LLC
- $179 Billion
- Q1 2025
A detailed history of Delap Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Delap Wealth Advisory, LLC holds 8,239 shares of DFSB stock, worth $0. This represents 0.24% of its overall portfolio holdings.
Number of Shares
8,239
Previous 8,239
-0.0%
Holding current value
$0
Previous $420 Million
1.1%
% of portfolio
0.24%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding DFSB
# of Institutions
97Shares Held
5.61MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.09MShares$016.21% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA456KShares$00.0% of portfolio
-
Passive Capital Management, Llc. Baltimore, MD376KShares$03.98% of portfolio
-
Blue Oak Capital, LLC Menlo Park, CA318KShares$09.04% of portfolio
-
Seeds Investor LLC New York, NY197KShares$02.84% of portfolio