Gem Asset Management, LLC Dimensional ETF Tr Transaction History
Gem Asset Management, LLC
- $179 Billion
- Q4 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 132,197 shares of DFAU stock, worth $5.51 Million. This represents 2.98% of its overall portfolio holdings.
Number of Shares
132,197
Previous 129,214
2.31%
Holding current value
$5.51 Million
Previous $5.08 Billion
5.38%
% of portfolio
2.98%
Previous 2.9%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
424Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.6 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio