Keel Point, LLC Dimensional ETF Tr Transaction History
Keel Point, LLC
- $1.24 Billion
- Q4 2024
A detailed history of Keel Point, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Keel Point, LLC holds 37,319 shares of DFAU stock, worth $1.54 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
37,319
Previous 38,336
2.65%
Holding current value
$1.54 Million
Previous $1.52 Million
0.66%
% of portfolio
0.12%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.21 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$204 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$150 Million1.81% of portfolio