Foundations Investment Advisors, LLC Dimensional ETF Tr Transaction History
Foundations Investment Advisors, LLC
- $3.58 Billion
- Q1 2024
A detailed history of Foundations Investment Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 69,897 shares of DFAU stock, worth $2.62 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
69,897
Previous 64,135
8.98%
Holding current value
$2.62 Million
Previous $2.13 Million
19.79%
% of portfolio
0.07%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$157 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$156 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$138 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$121 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$100 Million25.27% of portfolio