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 $164,546. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,581Holding current value
$164,546% of portfolio
0.03%Shares
1 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
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Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
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Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
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Allworth Financial LP3.99MShares$183 Million0.83% of portfolio