Relative Value Partners Group, LLC Dimensional ETF Tr Transaction History
Relative Value Partners Group, LLC
- $751 Million
- Q2 2024
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
424Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.6 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio