Herold Advisors, Inc. Dimensional ETF Tr Transaction History
Herold Advisors, Inc.
- $439 Million
- Q1 2025
A detailed history of Herold Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Herold Advisors, Inc. holds 42,068 shares of DFAU stock, worth $1.84 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
42,068
Previous 36,826
14.23%
Holding current value
$1.84 Million
Previous $1.49 Million
8.45%
% of portfolio
0.37%
Previous 0.34%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
518Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$291 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$189 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$182 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$154 Million1.87% of portfolio