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 $8.84 Million. This represents 5.94% of its overall portfolio holdings.
Number of Shares
219,340
Previous 216,018
1.54%
Holding current value
$8.84 Million
Previous $8.63 Billion
2.94%
% of portfolio
5.94%
Previous 6.66%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$79.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.13 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$199 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$167 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$147 Million1.81% of portfolio