Ifp Advisors, Inc Dimensional ETF Tr Transaction History
Ifp Advisors, Inc
- $3.28 Billion
- Q2 2025
A detailed history of Ifp Advisors, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ifp Advisors, Inc holds 104,640 shares of DFAU stock, worth $4.74 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
104,640
Previous 498,696
79.02%
Holding current value
$4.74 Million
Previous $19.2 Million
76.88%
% of portfolio
0.14%
Previous 0.62%
Shares
21 transactions
Others Institutions Holding DFAU
# of Institutions
532Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$196 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$188 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$173 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$171 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$157 Million1.86% of portfolio