Sageworth Trust CO Dimensional ETF Tr Transaction History
Sageworth Trust CO
- $1.59 Billion
- Q1 2025
A detailed history of Sageworth Trust CO transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sageworth Trust CO holds 98,792 shares of DFAU stock, worth $3.75 Million. This represents 0.24% of its overall portfolio holdings.
Number of Shares
98,792
Previous 100,615
1.81%
Holding current value
$3.75 Million
Previous $4.07 Million
6.78%
% of portfolio
0.24%
Previous 0.25%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
492Shares Held
204MCall 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