Sowell Financial Services LLC Dimensional ETF Tr Transaction History
Sowell Financial Services LLC
- $2.34 Billion
- Q2 2025
A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 151,782 shares of DFAU stock, worth $6.72 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
151,782
Previous 139,781
8.59%
Holding current value
$6.72 Million
Previous $5.37 Million
19.65%
% of portfolio
0.28%
Previous 0.25%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$192 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$184 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$169 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$167 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$154 Million1.86% of portfolio