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 $307,931. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,744
Previous 6,726
0.27%
Holding current value
$307,931
Previous $258,000
10.47%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
537Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.5MShares$205 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
-
Aquire Wealth Advisors, LLC3.61MShares$165 Million40.64% of portfolio