Exeter Financial, LLC Dimensional ETF Tr Transaction History
Exeter Financial, LLC
- $219 Million
- Q1 2025
A detailed history of Exeter Financial, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Exeter Financial, LLC holds 87,515 shares of DFAU stock, worth $3.76 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
87,515
Previous 75,604
15.75%
Holding current value
$3.76 Million
Previous $3.06 Million
9.28%
% of portfolio
1.53%
Previous 1.42%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
508Shares Held
138MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$242 Million1.87% of portfolio
-
Rvw Wealth, LLC4.33MShares$186 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$178 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$161 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$152 Million1.69% of portfolio