Lauer Wealth, LLC Dimensional ETF Tr Transaction History
Lauer Wealth, LLC
- $129 Billion
- Q3 2024
A detailed history of Lauer Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lauer Wealth, LLC holds 216,018 shares of DFAU stock, worth $8.87 Million. This represents 6.66% of its overall portfolio holdings.
Number of Shares
216,018
Previous 203,917
5.93%
Holding current value
$8.87 Million
Previous $7.82 Billion
10.3%
% of portfolio
6.66%
Previous 6.17%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$198 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$151 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$118 Million0.71% of portfolio