Facet Wealth, Inc. Dimensional ETF Tr Transaction History
Facet Wealth, Inc.
- $3.68 Billion
- Q4 2024
A detailed history of Facet Wealth, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Facet Wealth, Inc. holds 7,229 shares of DFAU stock, worth $265,521. This represents 0.01% of its overall portfolio holdings.
Number of Shares
7,229
Previous 6,587
9.75%
Holding current value
$265,521
Previous $261,000
11.88%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
490Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.86 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$207 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$152 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$134 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$133 Million45.35% of portfolio