Kooman & Associates Dimensional ETF Tr Transaction History
Kooman & Associates
- $240 Billion
- Q1 2024
A detailed history of Kooman & Associates transactions in Dimensional ETF Tr stock. As of the latest transaction made, Kooman & Associates holds 2,531,448 shares of DFAU stock, worth $96.2 Million. This represents 38.55% of its overall portfolio holdings.
Number of Shares
2,531,448
Previous 2,512,883
0.74%
Holding current value
$96.2 Million
Previous $83.6 Billion
10.71%
% of portfolio
38.55%
Previous 37.38%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
383Shares Held
95.9MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Modera Wealth Management, LLC4.18MShares$159 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$123 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio