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 $141,771. This represents 0.03% of its overall portfolio holdings.
Number of Shares
3,581Holding current value
$141,771% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$78.4 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.08 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$196 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$144 Million1.81% of portfolio