Oliver Lagore Vanvalin Investment Group Dimensional ETF Tr Transaction History
Oliver Lagore Vanvalin Investment Group
- $370 Million
- Q4 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 8,271 shares of DFAU stock, worth $313,884. This represents 0.09% of its overall portfolio holdings.
Number of Shares
8,271
Previous 3,235
155.67%
Holding current value
$313,884
Previous $128,000
160.94%
% of portfolio
0.09%
Previous 0.04%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
495Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio