Smartleaf Asset Management LLC Dimensional ETF Tr Transaction History
Smartleaf Asset Management LLC
- $1.04 Trillion
- Q1 2025
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 8,223 shares of DFAU stock, worth $359,674. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,223
Previous 8,223
-0.0%
Holding current value
$359,674
Previous $334 Million
5.91%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
518Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$291 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$189 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$182 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$154 Million1.87% of portfolio