Evoke Wealth, LLC Dimensional ETF Tr Transaction History
Evoke Wealth, LLC
- $3.83 Trillion
- Q1 2025
A detailed history of Evoke Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evoke Wealth, LLC holds 1,861,542 shares of DFAU stock, worth $76.1 Million. This represents 1.87% of its overall portfolio holdings.
Number of Shares
1,861,542
Previous 1,739,702
7.0%
Holding current value
$76.1 Million
Previous $70.4 Billion
1.59%
% of portfolio
1.87%
Previous 1.96%
Shares
17 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio