Lauer Wealth, LLC Dimensional ETF Tr Transaction History
Lauer Wealth, LLC
- $150 Billion
- Q4 2024
A detailed history of Lauer Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lauer Wealth, LLC holds 219,340 shares of DFAU stock, worth $9.18 Million. This represents 5.94% of its overall portfolio holdings.
Number of Shares
219,340
Previous 216,018
1.54%
Holding current value
$9.18 Million
Previous $8.63 Billion
2.94%
% of portfolio
5.94%
Previous 6.66%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
423Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.9 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$202 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$174 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$154 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio