Olistico Wealth, LLC Dimensional ETF Tr Transaction History
Olistico Wealth, LLC
- $157 Billion
- Q2 2024
A detailed history of Olistico Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Olistico Wealth, LLC holds 40,228 shares of DFAU stock, worth $1.58 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
40,228
Previous 43,824
8.21%
Holding current value
$1.58 Million
Previous $1.6 Billion
5.82%
% of portfolio
0.96%
Previous 1.16%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$172 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$132 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio