Raymond James Financial Services Advisors, Inc. Dimensional ETF Tr Transaction History
Raymond James Financial Services Advisors, Inc.
- $73.5 Billion
- Q3 2024
A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 157,996 shares of DFAU stock, worth $5.71 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
157,996
Previous 160,537
1.58%
Holding current value
$5.71 Million
Previous $6.02 Million
4.19%
% of portfolio
0.01%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding DFAU
# of Institutions
487Shares Held
202MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.81 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$179 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$150 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$132 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$131 Million45.35% of portfolio