Financial Alternatives, Inc Dimensional ETF Tr Transaction History
Financial Alternatives, Inc
- $142 Billion
- Q4 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 $1.96 Million. This represents 1.47% of its overall portfolio holdings.
Number of Shares
51,534
Previous 51,534
-0.0%
Holding current value
$1.96 Million
Previous $2.05 Billion
2.02%
% of portfolio
1.47%
Previous 1.44%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
492Shares Held
204MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio