Iron Bridge Private Wealth, LLC Dimensional ETF Tr Transaction History
Iron Bridge Private Wealth, LLC
- $260 Million
- Q4 2024
A detailed history of Iron Bridge Private Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Iron Bridge Private Wealth, LLC holds 5,814 shares of DFAU stock, worth $222,269. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,814Holding current value
$222,269% of portfolio
0.09%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
483Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$75.7 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.97 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$189 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$139 Million1.81% of portfolio