Squire Investment Management Company, LLC Dimensional ETF Tr Transaction History
Squire Investment Management Company, LLC
- $210 Billion
- Q3 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 8,680 shares of DFAU stock, worth $360,914. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,680
Previous 8,685
0.06%
Holding current value
$360,914
Previous $326 Million
5.8%
% of portfolio
0.16%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
409Shares Held
106MCall 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$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$120 Million0.71% of portfolio