Dodds Wealth, LLC Dimensional ETF Tr Transaction History
Dodds Wealth, LLC
- $300 Billion
- Q3 2024
A detailed history of Dodds Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dodds Wealth, LLC holds 91,219 shares of DFAU stock, worth $3.79 Million. This represents 1.21% of its overall portfolio holdings.
Number of Shares
91,219
Previous 91,061
0.17%
Holding current value
$3.79 Million
Previous $3.47 Billion
4.61%
% of portfolio
1.21%
Previous 1.36%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$120 Million0.71% of portfolio