Resources Investment Advisors, Llc. Dimensional ETF Tr Transaction History
Resources Investment Advisors, Llc.
- $8.01 Billion
- Q1 2025
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 3,529,903 shares of DFAU stock, worth $134 Million. This represents 1.69% of its overall portfolio holdings.
Number of Shares
3,529,903
Previous 3,138,227
12.48%
Holding current value
$134 Million
Previous $127 Million
6.79%
% of portfolio
1.69%
Previous 1.53%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
494Shares Held
204MCall 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