Robinson Smith Wealth Advisors LLC Dimensional ETF Tr Transaction History
Robinson Smith Wealth Advisors LLC
- $119 Billion
- Q1 2025
A detailed history of Robinson Smith Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Robinson Smith Wealth Advisors LLC holds 94,490 shares of DFAU stock, worth $3.82 Million. This represents 3.04% of its overall portfolio holdings.
Number of Shares
94,490
Previous 86,187
9.63%
Holding current value
$3.82 Million
Previous $3.49 Billion
4.08%
% of portfolio
3.04%
Previous 2.96%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
503Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$227 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$152 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$143 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$142 Million1.87% of portfolio