Great Point Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Great Point Wealth Advisors, LLC
- $497 Million
- Q3 2025
A detailed history of Great Point Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Great Point Wealth Advisors, LLC holds 312,856 shares of DFAU stock, worth $14.4 Million. This represents 2.88% of its overall portfolio holdings.
Number of Shares
312,856
Previous 319,687
2.14%
Holding current value
$14.4 Million
Previous $12.3 Million
16.5%
% of portfolio
2.88%
Previous 2.7%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio