Invst, LLC Dimensional ETF Tr Transaction History
Invst, LLC
- $772 Million
- Q2 2025
A detailed history of Invst, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Invst, LLC holds 127,265 shares of DFAU stock, worth $5.93 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
127,265
Previous 102,757
23.85%
Holding current value
$5.93 Million
Previous $3.95 Million
36.49%
% of portfolio
0.7%
Previous 0.55%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
537Shares Held
146MCall Options Held
58.3KPut Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$327 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$210 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$194 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$178 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$176 Million1.91% of portfolio