Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr Transaction History
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- $2.42 Billion
- Q3 2024
A detailed history of Nelson, Van Denburg & Campbell Wealth Management Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Nelson, Van Denburg & Campbell Wealth Management Group, LLC holds 1,210 shares of DFAU stock, worth $49,936. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,210
Previous 1,210
-0.0%
Holding current value
$49,936
Previous $45,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$199 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$144 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio