Ifp Advisors, Inc Dimensional ETF Tr Transaction History
Ifp Advisors, Inc
- $2.91 Billion
- Q4 2024
A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ifp Advisors, Inc holds 487,193 shares of DFAU stock, worth $20.1 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
487,193
Previous 482,309
1.01%
Holding current value
$20.1 Million
Previous $19.1 Million
3.05%
% of portfolio
0.68%
Previous 0.73%
Shares
19 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.21 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$204 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$150 Million1.81% of portfolio