Lauterbach Financial Advisors, LLC Dimensional ETF Tr Transaction History
Lauterbach Financial Advisors, LLC
- $157 Million
- Q4 2024
A detailed history of Lauterbach Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lauterbach Financial Advisors, LLC holds 29,882 shares of DFAU stock, worth $1.14 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
29,882
Previous 31,312
4.57%
Holding current value
$1.14 Million
Previous $1.24 Million
2.66%
% of portfolio
0.77%
Previous 0.79%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
486Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$75.7 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.97 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$189 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$139 Million1.81% of portfolio