Lri Investments, LLC Dimensional ETF Tr Transaction History
Lri Investments, LLC
- $1.03 Trillion
- Q3 2024
A detailed history of Lri Investments, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lri Investments, LLC holds 53,748 shares of DFAU stock, worth $2.19 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
53,748
Previous 53,653
0.18%
Holding current value
$2.19 Million
Previous $2.01 Billion
10.22%
% of portfolio
0.22%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares 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