Keel Point, LLC Dimensional ETF Tr Transaction History
Keel Point, LLC
- $1.28 Billion
- Q1 2025
A detailed history of Keel Point, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Keel Point, LLC holds 36,843 shares of DFAU stock, worth $1.61 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
36,843
Previous 37,319
1.28%
Holding current value
$1.61 Million
Previous $1.51 Million
6.29%
% of portfolio
0.11%
Previous 0.12%
Shares
4 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$189 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$154 Million1.87% of portfolio