Dixon Fnancial Services, Inc. Dimensional ETF Tr Transaction History
Dixon Fnancial Services, Inc.
- $183 Million
- Q1 2025
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 10,130 shares of DFAU stock, worth $382,103. This represents 0.21% of its overall portfolio holdings.
Number of Shares
10,130
Previous 9,732
4.09%
Holding current value
$382,103
Previous $394,000
1.27%
% of portfolio
0.21%
Previous 0.22%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
490Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.94 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$212 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$137 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$136 Million45.35% of portfolio