Shore Point Advisors, LLC Dimensional ETF Tr Transaction History
Shore Point Advisors, LLC
- $179 Million
- Q1 2025
A detailed history of Shore Point Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shore Point Advisors, LLC holds 55,959 shares of DFAU stock, worth $2.12 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
55,959
Previous 52,871
5.84%
Holding current value
$2.12 Million
Previous $2.14 Million
0.51%
% of portfolio
1.2%
Previous 1.19%
Shares
14 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