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 $644,670. This represents 0.41% of its overall portfolio holdings.
Number of Shares
14,228
Previous 27,962
49.12%
Holding current value
$644,670
Previous $1.11 Million
48.06%
% of portfolio
0.41%
Previous 0.83%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
532Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$196 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$188 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$173 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$171 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$157 Million1.86% of portfolio