Moneta Group Investment Advisors LLC Dimensional ETF Tr Transaction History
Moneta Group Investment Advisors LLC
- $12.3 Billion
- Q3 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 899,255 shares of DFAU stock, worth $41.3 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
899,255Holding current value
$41.3 Million% of portfolio
0.33%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio