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 $354,057. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,680
Previous 8,685
0.06%
Holding current value
$354,057
Previous $326 Million
5.8%
% of portfolio
0.16%
Previous 0.18%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
414Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$197 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio