Rvw Wealth, LLC Dimensional ETF Tr Transaction History
Rvw Wealth, LLC
- $1 Billion
- Q4 2024
A detailed history of Rvw Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rvw Wealth, LLC holds 1,448,756 shares of DFAU stock, worth $55 Million. This represents 5.85% of its overall portfolio holdings.
Number of Shares
1,448,756
Previous 1,286,851
12.58%
Holding current value
$55 Million
Previous $51.1 Million
14.85%
% of portfolio
5.85%
Previous 5.02%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall 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