Ifp Advisors, Inc Dimensional ETF Tr Transaction History
Ifp Advisors, Inc
- $2.42 Billion
- Q2 2024
A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ifp Advisors, Inc holds 450,588 shares of DFAU stock, worth $18.2 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
450,588
Previous 395,636
13.89%
Holding current value
$18.2 Million
Previous $14.5 Million
16.85%
% of portfolio
0.7%
Previous 0.66%
Shares
17 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio