Resources Investment Advisors, Llc. Dimensional ETF Tr Transaction History
Resources Investment Advisors, Llc.
- $8.28 Billion
- Q4 2024
A detailed history of Resources Investment Advisors, Llc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 3,138,227 shares of DFAU stock, worth $115 Million. This represents 1.53% of its overall portfolio holdings.
Number of Shares
3,138,227
Previous 2,531,792
23.95%
Holding current value
$115 Million
Previous $100 Million
26.45%
% of portfolio
1.53%
Previous 1.19%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
490Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.86 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$207 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$152 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$134 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$133 Million45.35% of portfolio