New Edge Advisors, LLC Dimensional ETF Tr Transaction History
New Edge Advisors, LLC
- $20.5 Billion
- Q3 2025
A detailed history of New Edge Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 63,681 shares of DFAU stock, worth $2.93 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
63,681
Previous 58,856
8.2%
Holding current value
$2.93 Million
Previous $2.49 Million
16.89%
% of portfolio
0.01%
Previous 0.01%
Shares
12 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