Intrepid Financial Planning Group LLC Dimensional ETF Tr Transaction History
Intrepid Financial Planning Group LLC
- $234 Million
- Q4 2024
A detailed history of Intrepid Financial Planning Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 28,635 shares of DFAU stock, worth $1.18 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
28,635
Previous 29,523
3.01%
Holding current value
$1.18 Million
Previous $1.17 Million
1.02%
% of portfolio
0.5%
Previous 0.5%
Shares
10 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