Fonville Wealth Management LLC Dimensional ETF Tr Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fonville Wealth Management LLC holds 609,880 shares of DFAU stock, worth $24.4 Million. This represents 8.36% of its overall portfolio holdings.
Number of Shares
609,880
Previous 587,434
3.82%
Holding current value
$24.4 Million
Previous $22 Billion
9.91%
% of portfolio
8.36%
Previous 8.73%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
408Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$193 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$166 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$147 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$140 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$115 Million0.71% of portfolio