Keel Point, LLC Dimensional ETF Tr Transaction History
Keel Point, LLC
- $1.5 Billion
- Q2 2025
A detailed history of Keel Point, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Keel Point, LLC holds 36,048 shares of DFAU stock, worth $1.65 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
36,048
Previous 36,843
2.16%
Holding current value
$1.65 Million
Previous $1.42 Million
7.77%
% of portfolio
0.1%
Previous 0.11%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
536Shares Held
138MCall 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