Shore Point Advisors, LLC Dimensional ETF Tr Transaction History
Shore Point Advisors, LLC
- $197 Million
- Q2 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 57,996 shares of DFAU stock, worth $2.67 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
57,996
Previous 55,959
3.64%
Holding current value
$2.67 Million
Previous $2.15 Million
14.18%
% of portfolio
1.24%
Previous 1.2%
Shares
15 transactions
Others Institutions Holding DFAU
# of Institutions
531Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$199 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$173 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$160 Million1.86% of portfolio