Orion Capital Management LLC Dimensional ETF Tr Transaction History
Orion Capital Management LLC
- $220 Million
- Q4 2024
A detailed history of Orion Capital Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Orion Capital Management LLC holds 1,444 shares of DFAU stock, worth $54,814. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,444Holding current value
$54,814% of portfolio
0.03%Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
492Shares Held
204MCall 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