Relative Value Partners Group, LLC Dimensional ETF Tr Transaction History
Relative Value Partners Group, LLC
- $1.63 Billion
- Q1 2024
A detailed history of Relative Value Partners Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Relative Value Partners Group, LLC holds 284,726 shares of DFAU stock, worth $10.8 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
284,726
Previous 260,823
9.16%
Holding current value
$10.8 Million
Previous $8.67 Million
19.96%
% of portfolio
0.64%
Previous 0.55%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$139 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio