Evanson Asset Management, LLC Dimensional ETF Tr Transaction History
Evanson Asset Management, LLC
- $1.38 Billion
- Q4 2024
A detailed history of Evanson Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evanson Asset Management, LLC holds 29,447 shares of DFAU stock, worth $1.23 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
29,447
Previous 29,445
0.01%
Holding current value
$1.23 Million
Previous $1.17 Million
2.05%
% of portfolio
0.09%
Previous 0.09%
Shares
15 transactions
Others Institutions Holding DFAU
# of Institutions
424Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.6 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