Rvw Wealth, LLC Dimensional ETF Tr Transaction History
Rvw Wealth, LLC
- $1.07 Billion
- Q2 2025
A detailed history of Rvw Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rvw Wealth, LLC holds 4,331,669 shares of DFAU stock, worth $199 Million. This represents 17.14% of its overall portfolio holdings.
Number of Shares
4,331,669
Previous 2,774,616
56.12%
Holding current value
$199 Million
Previous $107 Million
72.04%
% of portfolio
17.14%
Previous 10.92%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
531Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$173 Million1.91% of portfolio
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Modera Wealth Management, LLC3.47MShares$160 Million1.86% of portfolio
-
Aquire Wealth Advisors, LLC3.46MShares$159 Million39.41% of portfolio