Invst, LLC Dimensional ETF Tr Transaction History
Invst, LLC
- $829 Million
- Q3 2024
A detailed history of Invst, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Invst, LLC holds 64,856 shares of DFAU stock, worth $2.62 Million. This represents 0.31% of its overall portfolio holdings.
Number of Shares
64,856
Previous 38,766
67.3%
Holding current value
$2.62 Million
Previous $1.45 Million
77.15%
% of portfolio
0.31%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio