Gem Asset Management, LLC Dimensional ETF Tr Transaction History
Gem Asset Management, LLC
- $195 Billion
- Q2 2025
A detailed history of Gem Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Gem Asset Management, LLC holds 136,652 shares of DFAU stock, worth $5.93 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
136,652
Previous 135,548
0.81%
Holding current value
$5.93 Million
Previous $5.23 Billion
11.48%
% of portfolio
2.99%
Previous 2.93%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
525Shares Held
143MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$289 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$180 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$153 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.47MShares$151 Million1.86% of portfolio