Smartleaf Asset Management LLC Dimensional ETF Tr Transaction History
Smartleaf Asset Management LLC
- $824 Billion
- Q3 2024
A detailed history of Smartleaf Asset Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 7,344 shares of DFAU stock, worth $304,482. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,344
Previous 7,339
0.07%
Holding current value
$304,482
Previous $276 Million
5.23%
% of portfolio
0.04%
Previous 0.05%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio