Drive Wealth Management, LLC Dimensional ETF Tr Transaction History
Drive Wealth Management, LLC
- $413 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
502Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$227 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$167 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$151 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$142 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$142 Million1.87% of portfolio