Security Financial Services, Inc. Dimensional ETF Tr Transaction History
Security Financial Services, Inc.
- $480 Million
- Q3 2024
A detailed history of Security Financial Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Security Financial Services, Inc. holds 339,509 shares of DFAU stock, worth $14 Million. This represents 2.81% of its overall portfolio holdings.
Number of Shares
339,509
Previous 318,981
6.44%
Holding current value
$14 Million
Previous $12 Million
12.69%
% of portfolio
2.81%
Previous 2.65%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$199 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio