Red Lighthouse Investment Management, LLC Dimensional ETF Tr Transaction History
Red Lighthouse Investment Management, LLC
- $253 Billion
- Q4 2024
A detailed history of Red Lighthouse Investment Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Red Lighthouse Investment Management, LLC holds 78,084 shares of DFAU stock, worth $3.26 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
78,084
Previous 77,983
0.13%
Holding current value
$3.26 Million
Previous $3.1 Billion
2.15%
% of portfolio
1.25%
Previous 1.21%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
449Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.25 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$207 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$152 Million1.81% of portfolio