Fort Vancouver Investment Management, LLC Dimensional ETF Tr Transaction History
Fort Vancouver Investment Management, LLC
- $130 Billion
- Q1 2025
A detailed history of Fort Vancouver Investment Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fort Vancouver Investment Management, LLC holds 2,511 shares of DFAU stock, worth $95,292. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,511
Previous 2,511
-0.0%
Holding current value
$95,292
Previous $102 Million
5.06%
% of portfolio
0.07%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
494Shares Held
204MCall 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