Laurel Wealth Advisors, Inc. Dimensional ETF Tr Transaction History
Laurel Wealth Advisors, Inc.
- $1.01 Billion
- Q4 2022
A detailed history of Laurel Wealth Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Laurel Wealth Advisors, Inc. holds 85,280 shares of DFAU stock, worth $3.37 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
85,280
Previous 47,031
81.33%
Holding current value
$3.37 Million
Previous $1.18 Million
94.76%
% of portfolio
0.23%
Previous 0.13%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$173 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$133 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio