Market Street Wealth Management Advisors LLC Dimensional ETF Tr Transaction History
Market Street Wealth Management Advisors LLC
- $552 Million
- Q3 2024
A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 65,892 shares of DFAU stock, worth $2.66 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
65,892
Previous 60,438
9.02%
Holding current value
$2.66 Million
Previous $2.27 Million
15.45%
% of portfolio
0.47%
Previous 0.43%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio