Keel Point, LLC Dimensional ETF Tr Transaction History
Keel Point, LLC
- $1.19 Billion
- Q3 2024
A detailed history of Keel Point, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Keel Point, LLC holds 38,336 shares of DFAU stock, worth $1.55 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
38,336
Previous 39,026
1.77%
Holding current value
$1.55 Million
Previous $1.46 Million
3.96%
% of portfolio
0.13%
Previous 0.13%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio