Dodds Wealth, LLC Dimensional ETF Tr Transaction History
Dodds Wealth, LLC
- $307 Billion
- Q1 2025
A detailed history of Dodds Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dodds Wealth, LLC holds 128,606 shares of DFAU stock, worth $4.88 Million. This represents 1.61% of its overall portfolio holdings.
Number of Shares
128,606
Previous 91,476
40.59%
Holding current value
$4.88 Million
Previous $3.84 Billion
28.61%
% of portfolio
1.61%
Previous 1.24%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio