Regent Peak Wealth Advisors LLC Dimensional ETF Tr Transaction History

Regent Peak Wealth Advisors LLC

$449 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 11, 2022	BUY	$25.69 - $31.79 $323,257 - $400,013	12,583 New	12,583 $332,000

Others Institutions Holding DFAU

# of Institutions

480

Shares Held

2.18B

Call Options Held

0

Put Options Held

400

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$77.9 Billion
4.8% of portfolio
Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$3.06 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

4.94M
Shares

$195 Million
1.73% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$163 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$143 Million
1.81% of portfolio

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regent Peak Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regent Peak Wealth Advisors LLC with notifications on news.