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 $4.58 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
104,640
Previous 498,696
79.02%
Holding current value
$4.58 Million
Previous $19.2 Million
76.88%
% of portfolio
0.14%
Previous 0.62%
Shares
21 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