One Ascent Financial Services LLC Dimensional ETF Tr Transaction History
One Ascent Financial Services LLC
- $1.18 Billion
- Q4 2024
A detailed history of One Ascent Financial Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, One Ascent Financial Services LLC holds 9,946 shares of DFAU stock, worth $377,450. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,946Holding current value
$377,450% of portfolio
0.03%Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares 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