Parkshore Wealth Management, Inc. Dimensional ETF Tr Transaction History
Parkshore Wealth Management, Inc.
- $166 Billion
- Q4 2024
A detailed history of Parkshore Wealth Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Parkshore Wealth Management, Inc. holds 50,735 shares of DFAU stock, worth $1.93 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
50,735Holding current value
$1.93 Million% of portfolio
1.24%Shares
1 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
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Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio