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 $274,371. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,710
Previous 6,684
0.39%
Holding current value
$274,371
Previous $265,000
2.26%
% of portfolio
0.01%
Previous 0.01%
Shares
5 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 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.18 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$202 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$149 Million1.81% of portfolio