Ethos Financial Group, LLC Dimensional ETF Tr Transaction History
Ethos Financial Group, LLC
- $568 Million
- Q2 2024
A detailed history of Ethos Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ethos Financial Group, LLC holds 12,858 shares of DFAU stock, worth $479,731. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,858
Previous 6,750
90.49%
Holding current value
$479,731
Previous $247,000
95.14%
% of portfolio
0.08%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$163 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$155 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$150 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$126 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$103 Million26.74% of portfolio