Gem Asset Management, LLC Dimensional ETF Tr Transaction History
Gem Asset Management, LLC
- $179 Billion
- Q1 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 135,548 shares of DFAU stock, worth $5.15 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
135,548
Previous 132,197
2.53%
Holding current value
$5.15 Million
Previous $5.35 Billion
2.3%
% of portfolio
2.93%
Previous 2.98%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
492Shares 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