Martin Worley Group Dimensional ETF Tr Transaction History
Martin Worley Group
- $175 Billion
- Q1 2025
A detailed history of Martin Worley Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Martin Worley Group holds 222,018 shares of DFAU stock, worth $9.08 Million. This represents 4.87% of its overall portfolio holdings.
Number of Shares
222,018
Previous 199,112
11.5%
Holding current value
$9.08 Million
Previous $8.06 Billion
5.86%
% of portfolio
4.87%
Previous 5.04%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio