Gem Asset Management, LLC Dimensional ETF Tr Transaction History
Gem Asset Management, LLC
- $161 Billion
- Q2 2024
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 124,523 shares of DFAU stock, worth $4.94 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
124,523
Previous 120,258
3.55%
Holding current value
$4.94 Million
Previous $4.19 Billion
11.49%
% of portfolio
2.91%
Previous 2.82%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$174 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$165 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$134 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$110 Million26.74% of portfolio