Dixon Fnancial Services, Inc. Dimensional ETF Tr Transaction History
Dixon Fnancial Services, Inc.
- $177 Million
- Q2 2024
A detailed history of Dixon Fnancial Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dixon Fnancial Services, Inc. holds 9,649 shares of DFAU stock, worth $382,582. This represents 0.2% of its overall portfolio holdings.
Number of Shares
9,649
Previous 8,774
9.97%
Holding current value
$382,582
Previous $320,000
12.81%
% of portfolio
0.2%
Previous 0.18%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$174 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$165 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$134 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$110 Million26.74% of portfolio