Exeter Financial, LLC Dimensional ETF Tr Transaction History
Exeter Financial, LLC
- $221 Million
- Q2 2025
A detailed history of Exeter Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Exeter Financial, LLC holds 96,253 shares of DFAU stock, worth $4.26 Million. This represents 1.85% of its overall portfolio holdings.
Number of Shares
96,253
Previous 87,515
9.98%
Holding current value
$4.26 Million
Previous $3.35 Million
21.88%
% of portfolio
1.85%
Previous 1.53%
Shares
12 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