Facet Wealth, Inc. Dimensional ETF Tr Transaction History

Facet Wealth, Inc.

$3.6 Billion
Q3 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 $273,097. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,587

Previous 6,587 -0.0%

Holding current value

$273,097

Previous $246,000 6.1%

% of portfolio

0.01%

Previous 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

413

Shares Held

108M

Call Options Held

Put Options Held

Sequoia Financial Advisors, LLC

4.82M
Shares

$200 Million
2.14% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$172 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.68M
Shares

$153 Million
1.87% of portfolio
Aquire Wealth Advisors, LLC

3.5M
Shares

$145 Million
43.58% of portfolio
Allworth Financial LP

2.88M
Shares

$119 Million
0.71% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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