Mpwm Advisory Solutions, LLC Dimensional ETF Tr Transaction History
Mpwm Advisory Solutions, LLC
- $137 Billion
- Q4 2024
A detailed history of Mpwm Advisory Solutions, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mpwm Advisory Solutions, LLC holds 389 shares of DFAU stock, worth $14,287. This represents 0.01% of its overall portfolio holdings.
Number of Shares
389Holding current value
$14,287% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
490Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.86 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$207 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$152 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$134 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$133 Million45.35% of portfolio