Joel Isaacson & Co., LLC Dimensional ETF Tr Transaction History
Joel Isaacson & Co., LLC
- $2.18 Billion
- Q4 2024
A detailed history of Joel Isaacson & Co., LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 6,710 shares of DFAU stock, worth $279,672. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,710
Previous 6,684
0.39%
Holding current value
$279,672
Previous $265,000
2.26%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
424Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.6 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio