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 $310,165. This represents 0.31% of its overall portfolio holdings.
Number of Shares
8,173
Previous 8,169
0.05%
Holding current value
$310,165
Previous $331,000
5.74%
% of portfolio
0.31%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio