Solutions 4 Wealth, LTD Dimensional ETF Tr Transaction History
Solutions 4 Wealth, LTD
- $55.2 Billion
- Q4 2024
A detailed history of Solutions 4 Wealth, LTD transactions in Dimensional ETF Tr stock. As of the latest transaction made, Solutions 4 Wealth, LTD holds 21,378 shares of DFAU stock, worth $811,295. This represents 1.57% of its overall portfolio holdings.
Number of Shares
21,378
Previous 21,378
-0.0%
Holding current value
$811,295
Previous $848 Million
2.02%
% of portfolio
1.57%
Previous 1.66%
Shares
1 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