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 $2.4 Million. This represents 1.2% of its overall portfolio holdings.
Number of Shares
55,959
Previous 52,871
5.84%
Holding current value
$2.4 Million
Previous $2.14 Million
0.51%
% of portfolio
1.2%
Previous 1.19%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$242 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$178 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$161 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$152 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$151 Million1.87% of portfolio