First Personal Financial Services Dimensional ETF Tr Transaction History
First Personal Financial Services
- $472 Million
- Q3 2024
A detailed history of First Personal Financial Services transactions in Dimensional ETF Tr stock. As of the latest transaction made, First Personal Financial Services holds 3,581 shares of DFAU stock, worth $135,898. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,581Holding current value
$135,898% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
499Shares Held
134MCall Options Held
0Put Options Held
400-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$143 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$134 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$134 Million1.87% of portfolio