Financial Alternatives, Inc Dimensional ETF Tr Transaction History
Financial Alternatives, Inc
- $133 Billion
- Q2 2024
A detailed history of Financial Alternatives, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Alternatives, Inc holds 52,967 shares of DFAU stock, worth $2.19 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
52,967
Previous 55,109
3.89%
Holding current value
$2.19 Million
Previous $2.01 Billion
1.39%
% of portfolio
1.49%
Previous 1.56%
Shares
6 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