Oceanside Advisors LLC Dimensional ETF Tr Transaction History
Oceanside Advisors LLC
- $134 Billion
- Q3 2024
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oceanside Advisors LLC holds 32,893 shares of DFAU stock, worth $1.34 Million. This represents 0.97% of its overall portfolio holdings.
Number of Shares
32,893
Previous 34,094
3.52%
Holding current value
$1.34 Million
Previous $1.28 Billion
2.14%
% of portfolio
0.97%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$197 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio