Facet Wealth, Inc. Dimensional ETF Tr Transaction History

Facet Wealth, Inc.

$3 Billion
Q1 2024

A detailed history of Facet Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Facet Wealth, Inc. holds 6,587 shares of DFAU stock, worth $250,306. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,587

Holding current value

$250,306

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 07, 2024	BUY	$32.59 - $36.54 $214,670 - $240,688	6,587 New	6,587 $240,000

Others Institutions Holding DFAU

# of Institutions

383

Shares Held

95.9M

Call Options Held

Put Options Held

Sequoia Financial Advisors, LLC

4.38M
Shares

$166 Million
2.04% of portfolio
Modera Wealth Management, LLC

4.18M
Shares

$159 Million
2.33% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$158 Million
5.04% of portfolio
Aquire Wealth Advisors, LLC

3.23M
Shares

$123 Million
41.25% of portfolio
Blankinship & Foster, LLC Solana Beach, CA

2.67M
Shares

$101 Million
25.27% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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