Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History
Fiduciary Financial Group, LLC
- $435 Billion
- Q3 2024
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 28,833 shares of DFAU stock, worth $1.19 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
28,833
Previous 42,266
31.78%
Holding current value
$1.19 Million
Previous $1.65 Billion
31.0%
% of portfolio
0.26%
Previous 0.4%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
407Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio