Herold Advisors, Inc. Dimensional ETF Tr Transaction History
Herold Advisors, Inc.
- $449 Million
- Q3 2024
A detailed history of Herold Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Herold Advisors, Inc. holds 33,759 shares of DFAU stock, worth $1.37 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
33,759
Previous 33,473
0.85%
Holding current value
$1.37 Million
Previous $1.25 Million
6.78%
% of portfolio
0.3%
Previous 0.3%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio