Dodds Wealth, LLC Dimensional ETF Tr Transaction History
Dodds Wealth, LLC
- $311 Billion
- Q4 2024
A detailed history of Dodds Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dodds Wealth, LLC holds 91,476 shares of DFAU stock, worth $3.81 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
91,476
Previous 91,219
0.28%
Holding current value
$3.81 Million
Previous $3.63 Billion
5.85%
% of portfolio
1.24%
Previous 1.21%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
429Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.5 Billion4.8% of portfolio
-
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$146 Million43.58% of portfolio