Lauer Wealth, LLC Dimensional ETF Tr Transaction History
Lauer Wealth, LLC
- $130 Billion
- Q1 2025
A detailed history of Lauer Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lauer Wealth, LLC holds 235,906 shares of DFAU stock, worth $10.1 Million. This represents 6.89% of its overall portfolio holdings.
Number of Shares
235,906
Previous 219,340
7.55%
Holding current value
$10.1 Million
Previous $8.88 Billion
0.83%
% of portfolio
6.89%
Previous 5.94%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
506Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$242 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$178 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$161 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$152 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$151 Million1.87% of portfolio