Invst, LLC Dimensional ETF Tr Transaction History
Invst, LLC
- $823 Million
- Q4 2024
A detailed history of Invst, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Invst, LLC holds 82,911 shares of DFAU stock, worth $3.42 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
82,911
Previous 64,856
27.84%
Holding current value
$3.42 Million
Previous $2.57 Million
30.42%
% of portfolio
0.41%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.21 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$204 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$150 Million1.81% of portfolio