Rialto Wealth Management, LLC Dimensional ETF Tr Transaction History
Rialto Wealth Management, LLC
- $342 Million
- Q2 2025
A detailed history of Rialto Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rialto Wealth Management, LLC holds 14,912 shares of DFAU stock, worth $695,346. This represents 0.18% of its overall portfolio holdings.
Number of Shares
14,912
Previous 14,912
-0.0%
Holding current value
$695,346
Previous $570,000
10.7%
% of portfolio
0.18%
Previous 0.19%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
537Shares Held
146MCall Options Held
58.3KPut Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$327 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$210 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$194 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$178 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$176 Million1.91% of portfolio