Dodds Wealth, LLC Dimensional ETF Tr Transaction History
Dodds Wealth, LLC
- $256 Billion
- Q2 2024
A detailed history of Dodds Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dodds Wealth, LLC holds 91,061 shares of DFAU stock, worth $3.6 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
91,061
Previous 91,945
0.96%
Holding current value
$3.6 Million
Previous $3.36 Billion
3.32%
% of portfolio
1.36%
Previous 1.37%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$173 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$133 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio