Seamount Financial Group Inc Dimensional ETF Tr Transaction History
Seamount Financial Group Inc
- $123 Billion
- Q2 2024
A detailed history of Seamount Financial Group Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Seamount Financial Group Inc holds 79,667 shares of DFAU stock, worth $2.99 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
79,667
Previous 80,315
0.81%
Holding current value
$2.99 Million
Previous $2.93 Billion
1.77%
% of portfolio
2.44%
Previous 2.57%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
98.1MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$164 Million2.04% of portfolio
-
Modera Wealth Management, LLC4.18MShares$157 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$156 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$121 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$100 Million25.27% of portfolio