Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 8,173 shares of DFAU stock, worth $365,905. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,173
Previous 8,169
0.05%
Holding current value
$365,905
Previous $331,000
5.74%
% of portfolio
0.31%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$194 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$186 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$171 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$169 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$155 Million1.86% of portfolio