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 $3.13 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
82,911
Previous 64,856
27.84%
Holding current value
$3.13 Million
Previous $2.57 Million
30.42%
% of portfolio
0.41%
Previous 0.31%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
490Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.94 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$212 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$137 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$136 Million45.35% of portfolio