Security Financial Services, Inc. Dimensional ETF Tr Transaction History
Security Financial Services, Inc.
- $479 Million
- Q4 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 291,738 shares of DFAU stock, worth $11.1 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
291,738
Previous 339,509
14.07%
Holding current value
$11.1 Million
Previous $13.5 Million
12.34%
% of portfolio
2.46%
Previous 2.81%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio