Fin Dec Wealth Services, Inc. Dimensional ETF Tr Transaction History
Fin Dec Wealth Services, Inc.
- $96.6 Billion
- Q3 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 263,923 shares of DFAU stock, worth $12.1 Million. This represents 12.5% of its overall portfolio holdings.
Number of Shares
263,923
Previous 282,101
6.44%
Holding current value
$12.1 Million
Previous $11.9 Billion
1.07%
% of portfolio
12.5%
Previous 12.5%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio