Evoke Wealth, LLC Dimensional ETF Tr Transaction History
Evoke Wealth, LLC
- $3.59 Trillion
- Q4 2024
A detailed history of Evoke Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evoke Wealth, LLC holds 1,739,702 shares of DFAU stock, worth $66 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
1,739,702
Previous 1,629,710
6.75%
Holding current value
$66 Million
Previous $64.7 Billion
8.9%
% of portfolio
1.96%
Previous 1.76%
Shares
16 transactions
Others Institutions Holding DFAU
# of Institutions
492Shares Held
204MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio