Lri Investments, LLC Dimensional ETF Tr Transaction History
Lri Investments, LLC
- $1.04 Trillion
- Q4 2024
A detailed history of Lri Investments, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lri Investments, LLC holds 53,310 shares of DFAU stock, worth $2.06 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
53,310
Previous 53,748
0.81%
Holding current value
$2.06 Million
Previous $2.22 Billion
2.64%
% of portfolio
0.21%
Previous 0.22%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
482Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$76.4 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$191 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$160 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$140 Million1.81% of portfolio