Diversify Wealth Management, LLC Dimensional ETF Tr Transaction History
Diversify Wealth Management, LLC
- $804 Billion
- Q2 2024
A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 1,212,165 shares of DFAU stock, worth $47 Million. This represents 5.4% of its overall portfolio holdings.
Number of Shares
1,212,165Holding current value
$47 Million% of portfolio
5.4%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$170 Million2.04% of portfolio
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Parsec Financial Management, Inc.4.15MShares$161 Million5.04% of portfolio
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Modera Wealth Management, LLC4.01MShares$156 Million2.23% of portfolio
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Aquire Wealth Advisors, LLC3.37MShares$131 Million42.46% of portfolio
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Blankinship & Foster, LLC Solana Beach, CA2.77MShares$107 Million26.74% of portfolio