Hemington Wealth Management Dimensional ETF Tr Transaction History
Hemington Wealth Management
- $398 Million
- Q4 2024
A detailed history of Hemington Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Hemington Wealth Management holds 573,066 shares of DFAU stock, worth $21.7 Million. This represents 5.84% of its overall portfolio holdings.
Number of Shares
573,066
Previous 510,631
12.23%
Holding current value
$21.7 Million
Previous $20.1 Million
15.39%
% of portfolio
5.84%
Previous 5.42%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
494Shares 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