Squire Investment Management Company, LLC Dimensional ETF Tr Transaction History
Squire Investment Management Company, LLC
- $271 Billion
- Q2 2025
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 26,161 shares of DFAU stock, worth $1.19 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
26,161
Previous 26,470
1.17%
Holding current value
$1.19 Million
Previous $1.02 Billion
8.91%
% of portfolio
0.41%
Previous 0.42%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
533Shares Held
140MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$198 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$158 Million1.86% of portfolio