Sanctuary Wealth Management, L.L.C. Dimensional ETF Tr Transaction History
Sanctuary Wealth Management, L.L.C.
- $134 Million
- Q3 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 27,962 shares of DFAU stock, worth $1.17 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
27,962
Previous 27,702
0.94%
Holding current value
$1.17 Million
Previous $1.04 Million
6.84%
% of portfolio
0.83%
Previous 0.81%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
415Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$174 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio