Joel Adams & Associates, Inc. Dimensional ETF Tr Dimen Us Su Transaction History
Joel Adams & Associates, Inc.
- $111 Billion
- Q1 2025
A detailed history of Joel Adams & Associates, Inc. transactions in Dimensional ETF Tr Dimen Us Su stock. As of the latest transaction made, Joel Adams & Associates, Inc. holds 23,105 shares of DFSU stock, worth $0. This represents 0.74% of its overall portfolio holdings.
Number of Shares
23,105
Previous 22,791
1.38%
Holding current value
$0
Previous $864 Million
4.21%
% of portfolio
0.74%
Previous 0.78%
Shares
2 transactions
Others Institutions Holding DFSU
# of Institutions
207Shares Held
24.5MCall Options Held
0Put Options Held
0-
Retirement Solution Inc.5.43MShares$00.0% of portfolio
-
Awm Capital, LLC2.94MShares$00.0% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA2.28MShares$00.0% of portfolio
-
Citrine Capital LLC San Francisco, CA994KShares$022.27% of portfolio
-
Merriman Wealth Management, LLC989KShares$00.0% of portfolio