Eq Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Eq Wealth Advisors, LLC

$126 Billion
Q1 2025

A detailed history of Eq Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Eq Wealth Advisors, LLC holds 13 shares of DFAU stock, worth $490. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$490

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 22, 2025	BUY	$37.84 - $42.29 $491 - $549	13 New	13 $500,000

Others Institutions Holding DFAU

# of Institutions

490

Shares Held

203M

Call Options Held

Put Options Held

400

Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$2.94 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

5.63M
Shares

$212 Million
1.87% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$157 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$137 Million
1.81% of portfolio
Aquire Wealth Advisors, LLC

3.62M
Shares

$136 Million
45.35% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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