Delap Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Delap Wealth Advisory, LLC
- $208 Billion
- Q2 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 8,142 shares of DFSB stock, worth $0. This represents 0.2% of its overall portfolio holdings.
Number of Shares
8,142
Previous 8,239
1.18%
Holding current value
$0
Previous $424 Million
0.61%
% of portfolio
0.2%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding DFSB
# of Institutions
101Shares Held
7.24MCall Options Held
0Put Options Held
0-
Abacus Wealth Partners, LLC Santa Monica, CA2.1MShares$016.79% of portfolio
-
Maseco LLP London,1.46MShares$02.9% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA454KShares$00.0% of portfolio
-
Passive Capital Management, Llc. Baltimore, MD376KShares$03.98% of portfolio
-
Blue Oak Capital, LLC Menlo Park, CA334KShares$09.2% of portfolio