Solutions 4 Wealth, LTD Dimensional ETF Tr Transaction History

Solutions 4 Wealth, LTD

$51.1 Billion
Q3 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 $877,566. This represents 1.66% of its overall portfolio holdings.

Number of Shares

21,378

Holding current value

$877,566

% of portfolio

1.66%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 14, 2024	BUY	$35.8 - $39.69 $765,332 - $848,492	21,378 New	21,378 $848 Million

Others Institutions Holding DFAU

# of Institutions

413

Shares Held

108M

Call Options Held

Put Options Held

Sequoia Financial Advisors, LLC

4.82M
Shares

$198 Million
2.14% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$170 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.68M
Shares

$151 Million
1.87% of portfolio
Aquire Wealth Advisors, LLC

3.5M
Shares

$143 Million
43.58% of portfolio
Allworth Financial LP

2.88M
Shares

$118 Million
0.71% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Solutions 4 Wealth, LTD Dimensional ETF Tr Transaction History