Lauterbach Financial Advisors, LLC Dimensional ETF Tr Transaction History
Lauterbach Financial Advisors, LLC
- $157 Million
- Q3 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 31,312 shares of DFAU stock, worth $1.27 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
31,312
Previous 31,496
0.58%
Holding current value
$1.27 Million
Previous $1.18 Million
5.25%
% of portfolio
0.79%
Previous 0.82%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio