Keudell Dimensional ETF Tr Transaction History
Keudell
- $341 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$172 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
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Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$132 Million42.46% of portfolio
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Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio