Oceanside Advisors LLC Dimensional ETF Tr Transaction History
Oceanside Advisors LLC
- $138 Billion
- Q1 2025
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oceanside Advisors LLC holds 33,226 shares of DFAU stock, worth $1.25 Million. This represents 0.92% of its overall portfolio holdings.
Number of Shares
33,226
Previous 33,903
2.0%
Holding current value
$1.25 Million
Previous $1.37 Billion
6.96%
% of portfolio
0.92%
Previous 1.02%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
491Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.94 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$212 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$137 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$136 Million45.35% of portfolio