Evolution Advisers, Inc. Dimensional ETF Tr Transaction History
Evolution Advisers, Inc.
- $183 Million
- Q4 2024
A detailed history of Evolution Advisers, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evolution Advisers, Inc. holds 1,699 shares of DFAU stock, worth $64,086. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,699
Previous 1,699
-0.0%
Holding current value
$64,086
Previous $67,000
1.49%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
491Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.94 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$212 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$137 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$136 Million45.35% of portfolio