First Republic Investment Management, Inc. Dimensional ETF Tr Transaction History
First Republic Investment Management, Inc.
- $34.7 Billion
- Q3 2023
A detailed history of First Republic Investment Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, First Republic Investment Management, Inc. holds 15,220 shares of DFAU stock, worth $577,599. This represents 0.0% of its overall portfolio holdings.
Number of Shares
15,220
Previous 16,966
10.29%
Holding current value
$577,599
Previous $525,000
13.33%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio