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 $1.16 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
26,628
Previous 28,635
7.01%
Holding current value
$1.16 Million
Previous $1.16 Million
11.73%
% of portfolio
0.5%
Previous 0.5%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
526Shares Held
139MCall Options Held
30.6KPut Options Held
700-
Rvw Wealth, LLC4.33MShares$189 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$167 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$164 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$151 Million1.86% of portfolio