Nalls Sherbakoff Group, LLC Dimensional ETF Tr Transaction History
Nalls Sherbakoff Group, LLC
- $112 Billion
- Q4 2023
A detailed history of Nalls Sherbakoff Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Nalls Sherbakoff Group, LLC holds 4,835 shares of DFAU stock, worth $183,488. This represents 0.14% of its overall portfolio holdings.
Number of Shares
4,835
Previous 4,816
0.39%
Holding current value
$183,488
Previous $144 Million
11.47%
% of portfolio
0.14%
Previous 0.14%
Shares
3 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