Diversified Portfolios, Inc. Dimensional ETF Tr Transaction History
Diversified Portfolios, Inc.
- $778 Million
- Q1 2025
A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 182,312 shares of DFAU stock, worth $7.93 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
182,312
Previous 174,870
4.26%
Holding current value
$7.93 Million
Previous $7.08 Million
1.02%
% of portfolio
0.9%
Previous 0.84%
Shares
15 transactions
Others Institutions Holding DFAU
# of Institutions
522Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$290 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$153 Million1.87% of portfolio