Rcs Financial Planning, LLC Dimensional ETF Tr Transaction History
Rcs Financial Planning, LLC
- $180 Billion
- Q3 2024
A detailed history of Rcs Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rcs Financial Planning, LLC holds 63,781 shares of DFAU stock, worth $2.6 Million. This represents 1.41% of its overall portfolio holdings.
Number of Shares
63,781
Previous 66,415
3.97%
Holding current value
$2.6 Million
Previous $2.49 Billion
1.67%
% of portfolio
1.41%
Previous 1.47%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$197 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio