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 $1.13 Million. This represents 0.77% of its overall portfolio holdings.
Number of Shares
29,882
Previous 31,312
4.57%
Holding current value
$1.13 Million
Previous $1.24 Million
2.66%
% of portfolio
0.77%
Previous 0.79%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
495Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio