Financial Alternatives, Inc Dimensional ETF Tr Transaction History
Financial Alternatives, Inc
- $142 Billion
- Q3 2024
A detailed history of Financial Alternatives, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Alternatives, Inc holds 51,534 shares of DFAU stock, worth $2.16 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
51,534
Previous 52,967
2.71%
Holding current value
$2.16 Million
Previous $1.99 Billion
3.0%
% of portfolio
1.44%
Previous 1.49%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
431Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.9 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$202 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$174 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$152 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio