Fin Dec Wealth Services, Inc. Dimensional ETF Tr Transaction History
Fin Dec Wealth Services, Inc.
- $101 Billion
- Q1 2025
A detailed history of Fin Dec Wealth Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fin Dec Wealth Services, Inc. holds 313,071 shares of DFAU stock, worth $12.8 Million. This represents 11.9% of its overall portfolio holdings.
Number of Shares
313,071
Previous 275,356
13.7%
Holding current value
$12.8 Million
Previous $11.1 Billion
7.94%
% of portfolio
11.9%
Previous 7.74%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
504Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio