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 $130,629. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,235
Previous 2,987
8.3%
Holding current value
$130,629
Previous $111,000
15.32%
% of portfolio
0.04%
Previous 0.03%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio