Oliver Lagore Vanvalin Investment Group Dimensional ETF Tr Transaction History
Oliver Lagore Vanvalin Investment Group
- $359 Million
- Q3 2024
A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 3,235 shares of DFAU stock, worth $128,073. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,235
Previous 2,987
8.3%
Holding current value
$128,073
Previous $111,000
15.32%
% of portfolio
0.04%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$78.4 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.08 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$196 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$144 Million1.81% of portfolio