Spring Vest Wealth Management LLC Dimensional ETF Tr Transaction History
Spring Vest Wealth Management LLC
- $123 Billion
- Q2 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 72,751 shares of DFAU stock, worth $3.36 Million. This represents 2.5% of its overall portfolio holdings.
Number of Shares
72,751
Previous 94,802
23.26%
Holding current value
$3.36 Million
Previous $3.64 Billion
15.44%
% of portfolio
2.5%
Previous 3.02%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
532Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$200 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$192 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$176 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$174 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$160 Million1.86% of portfolio