Red Lighthouse Investment Management, LLC Dimensional ETF Tr Transaction History
Red Lighthouse Investment Management, LLC
- $245 Billion
- Q1 2025
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 77,983 shares of DFAU stock, worth $2.96 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
77,983
Previous 78,084
0.13%
Holding current value
$2.96 Million
Previous $3.16 Billion
9.87%
% of portfolio
1.16%
Previous 1.25%
Shares
3 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
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio