Sound Income Strategies, LLC Dimensional ETF Tr Transaction History
Sound Income Strategies, LLC
- $1.4 Billion
- Q3 2024
A detailed history of Sound Income Strategies, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sound Income Strategies, LLC holds 101 shares of DFAU stock, worth $4,207. This represents 0.0% of its overall portfolio holdings.
Number of Shares
101
Previous 1
10000.0%
Holding current value
$4,207
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$120 Million0.71% of portfolio