Diversify Wealth Management, LLC Dimensional ETF Tr Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 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 1,250,528 shares of DFAU stock, worth $51.8 Million. This represents 4.81% of its overall portfolio holdings.
Number of Shares
1,250,528
Previous 1,212,165
3.16%
Holding current value
$51.8 Million
Previous $43.4 Billion
15.1%
% of portfolio
4.81%
Previous 5.4%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
408Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio