Foster Victor Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Foster Victor Wealth Advisors, LLC
- $1.27 Billion
- Q1 2025
A detailed history of Foster Victor Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 9,399 shares of DFAU stock, worth $345,225. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,399Holding current value
$345,225% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
487Shares Held
202MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.86 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$207 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$152 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$134 Million1.81% of portfolio
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Aquire Wealth Advisors, LLC3.62MShares$133 Million45.35% of portfolio