Security Financial Services, Inc. Dimensional ETF Tr Transaction History
Security Financial Services, Inc.
- $452 Million
- Q2 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 318,981 shares of DFAU stock, worth $12.1 Million. This represents 2.65% of its overall portfolio holdings.
Number of Shares
318,981
Previous 267,027
19.46%
Holding current value
$12.1 Million
Previous $9.76 Million
22.56%
% of portfolio
2.65%
Previous 2.24%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$166 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$152 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$128 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$105 Million26.74% of portfolio