Legacy Capital Wealth Partners, LLC Dimensional ETF Tr Transaction History
Legacy Capital Wealth Partners, LLC
- $445 Million
- Q2 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 62,827 shares of DFAU stock, worth $2.89 Million. This represents 0.6% of its overall portfolio holdings.
Number of Shares
62,827Holding current value
$2.89 Million% of portfolio
0.6%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
531Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$199 Million17.14% of portfolio
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Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
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Allworth Financial LP3.81MShares$175 Million0.8% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$173 Million1.91% of portfolio
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Modera Wealth Management, LLC3.47MShares$160 Million1.86% of portfolio