Ethos Financial Group, LLC Dimensional ETF Tr Transaction History
Ethos Financial Group, LLC
- $1.01 Billion
- Q2 2025
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 5,171 shares of DFAU stock, worth $228,920. This represents 0.02% of its overall portfolio holdings.
Number of Shares
5,171
Previous 13,161
60.71%
Holding current value
$228,920
Previous $505,000
56.63%
% of portfolio
0.02%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
531Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Rvw Wealth, LLC4.33MShares$192 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$184 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$169 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$167 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$154 Million1.86% of portfolio