New Edge Advisors, LLC Dimensional ETF Tr Transaction History
New Edge Advisors, LLC
- $18.3 Billion
- Q2 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 58,856 shares of DFAU stock, worth $2.63 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
58,856
Previous 55,083
6.85%
Holding current value
$2.63 Million
Previous $2.12 Million
17.76%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$194 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$186 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$171 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$169 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$155 Million1.86% of portfolio