Rvw Wealth, LLC Dimensional ETF Tr Transaction History
Rvw Wealth, LLC
- $953 Million
- Q2 2024
A detailed history of Rvw Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rvw Wealth, LLC holds 1,243,147 shares of DFAU stock, worth $47.1 Million. This represents 4.89% of its overall portfolio holdings.
Number of Shares
1,243,147
Previous 1,239,538
0.29%
Holding current value
$47.1 Million
Previous $45.3 Million
2.9%
% of portfolio
4.89%
Previous 4.81%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$152 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$128 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$105 Million26.74% of portfolio