L.K. Benson & Company, P.C. Dimensional ETF Tr Transaction History
L.K. Benson & Company, P.C.
- $144 Billion
- Q1 2025
A detailed history of L.K. Benson & Company, P.C. transactions in Dimensional ETF Tr stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 7,187 shares of DFAU stock, worth $272,746. This represents 0.19% of its overall portfolio holdings.
Number of Shares
7,187
Previous 7,180
0.1%
Holding current value
$272,746
Previous $291 Million
4.96%
% of portfolio
0.19%
Previous 0.2%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio