Martin Worley Group Dimensional ETF Tr Transaction History
Martin Worley Group
- $183 Million
- Q2 2025
A detailed history of Martin Worley Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Martin Worley Group holds 223,965 shares of DFAU stock, worth $10.3 Million. This represents 5.18% of its overall portfolio holdings.
Number of Shares
223,965
Previous 222,018
0.88%
Holding current value
$10.3 Million
Previous $8.53 Billion
99.89%
% of portfolio
5.18%
Previous 4.87%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
540Shares Held
146MCall Options Held
58.3KPut Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$323 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$208 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$192 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$176 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$174 Million1.91% of portfolio