Parsec Financial Management, Inc. Dimensional ETF Tr Transaction History
Parsec Financial Management, Inc.
- $2.37 Billion
- Q1 2023
A detailed history of Parsec Financial Management, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Parsec Financial Management, Inc. holds 4,151,665 shares of DFAU stock, worth $155 Million. This represents 5.04% of its overall portfolio holdings.
Number of Shares
4,151,665
Previous 3,696,523
12.31%
Holding current value
$155 Million
Previous $99.9 Million
19.59%
% of portfolio
5.04%
Previous 4.46%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$163 Million2.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$150 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$126 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$103 Million26.74% of portfolio
-
Kooman & Associates Altoona, PA2.55MShares$95.3 Million38.49% of portfolio