Maryland Capital Advisors Inc. Dimensional ETF Tr Transaction History
Maryland Capital Advisors Inc.
- $211 Million
- Q4 2024
A detailed history of Maryland Capital Advisors Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Maryland Capital Advisors Inc. holds 216,666 shares of DFAU stock, worth $9.03 Million. This represents 4.17% of its overall portfolio holdings.
Number of Shares
216,666
Previous 201,206
7.68%
Holding current value
$9.03 Million
Previous $7.99 Million
9.86%
% of portfolio
4.17%
Previous 3.94%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
424Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.6 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio