Intrepid Financial Planning Group LLC Dimensional ETF Tr Transaction History
Intrepid Financial Planning Group LLC
- $206 Million
- Q1 2025
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 26,628 shares of DFAU stock, worth $1.09 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
26,628
Previous 28,635
7.01%
Holding current value
$1.09 Million
Previous $1.16 Million
11.73%
% of portfolio
0.5%
Previous 0.5%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio