Robinson Smith Wealth Advisors LLC Dimensional ETF Tr Transaction History
Robinson Smith Wealth Advisors LLC
- $118 Billion
- Q3 2024
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 74,194 shares of DFAU stock, worth $3.07 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
74,194
Previous 75,761
2.07%
Holding current value
$3.07 Million
Previous $2.84 Billion
3.68%
% of portfolio
2.5%
Previous 2.5%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$199 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio