Joel Isaacson & Co., LLC Dimensional ETF Tr Transaction History
Joel Isaacson & Co., LLC
- $2.39 Billion
- Q2 2025
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 6,744 shares of DFAU stock, worth $293,431. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,744
Previous 6,726
0.27%
Holding current value
$293,431
Previous $258,000
10.47%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
521Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$290 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$153 Million1.87% of portfolio