Investmark Advisory Group LLC Dimensional ETF Tr Transaction History
Investmark Advisory Group LLC
- $202 Million
- Q3 2024
A detailed history of Investmark Advisory Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investmark Advisory Group LLC holds 78,160 shares of DFAU stock, worth $3.21 Million. This represents 1.54% of its overall portfolio holdings.
Number of Shares
78,160
Previous 77,276
1.14%
Holding current value
$3.21 Million
Previous $2.9 Million
7.08%
% of portfolio
1.54%
Previous 1.57%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
414Shares Held
107MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$198 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$151 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$118 Million0.71% of portfolio