Maryland Capital Advisors Inc. Dimensional ETF Tr Transaction History
Maryland Capital Advisors Inc.
- $203 Million
- Q3 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 201,206 shares of DFAU stock, worth $8.12 Million. This represents 3.94% of its overall portfolio holdings.
Number of Shares
201,206
Previous 191,032
5.33%
Holding current value
$8.12 Million
Previous $7.16 Million
11.51%
% of portfolio
3.94%
Previous 3.9%
Shares
12 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