Sanctuary Wealth Management, L.L.C. Dimensional ETF Tr Transaction History
Sanctuary Wealth Management, L.L.C.
- $141 Million
- Q4 2024
A detailed history of Sanctuary Wealth Management, L.L.C. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sanctuary Wealth Management, L.L.C. holds 14,228 shares of DFAU stock, worth $574,668. This represents 0.41% of its overall portfolio holdings.
Number of Shares
14,228
Previous 27,962
49.12%
Holding current value
$574,668
Previous $1.11 Million
48.06%
% of portfolio
0.41%
Previous 0.83%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
503Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$227 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$152 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$143 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$142 Million1.87% of portfolio