Oceanside Advisors LLC Dimensional ETF Tr Transaction History
Oceanside Advisors LLC
- $121 Billion
- Q1 2024
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oceanside Advisors LLC holds 33,501 shares of DFAU stock, worth $1.29 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
33,501
Previous 33,752
0.74%
Holding current value
$1.29 Million
Previous $1.12 Billion
9.08%
% of portfolio
1.01%
Previous 0.99%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.4MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$161 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$160 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$141 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$124 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$103 Million25.27% of portfolio