Herold Advisors, Inc. Dimensional ETF Tr Transaction History
Herold Advisors, Inc.
- $411 Million
- Q3 2025
A detailed history of Herold Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Herold Advisors, Inc. holds 46,000 shares of DFAU stock, worth $2.11 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
46,000
Previous 45,679
0.7%
Holding current value
$2.11 Million
Previous $1.93 Million
8.79%
% of portfolio
0.51%
Previous 0.42%
Shares
6 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