Rockbridge Investment Management, Lcc Dimensional ETF Tr Transaction History
Rockbridge Investment Management, Lcc
- $772 Billion
- Q3 2024
A detailed history of Rockbridge Investment Management, Lcc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rockbridge Investment Management, Lcc holds 31,575 shares of DFAU stock, worth $1.27 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
31,575
Previous 31,525
0.16%
Holding current value
$1.27 Million
Previous $1.18 Billion
6.04%
% of portfolio
0.16%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$195 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$149 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$141 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio