Spectrum Investment Advisors, Inc. Dimensional ETF Tr Transaction History
Spectrum Investment Advisors, Inc.
- $155 Billion
- Q1 2025
A detailed history of Spectrum Investment Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spectrum Investment Advisors, Inc. holds 603,830 shares of DFAU stock, worth $26.4 Million. This represents 14.98% of its overall portfolio holdings.
Number of Shares
603,830
Previous 598,831
0.83%
Holding current value
$26.4 Million
Previous $24.2 Billion
4.27%
% of portfolio
14.98%
Previous 16.18%
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