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 $1.09 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
28,635
Previous 29,523
3.01%
Holding current value
$1.09 Million
Previous $1.17 Million
1.02%
% of portfolio
0.5%
Previous 0.5%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio