Steward Financial Group LLC Dimensional ETF Tr Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Steward Financial Group LLC holds 5,845 shares of DFAU stock, worth $246,483. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,845
Previous 5,845
-0.0%
Holding current value
$246,483
Previous $181,000
3.31%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
505Shares Held
134MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$237 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$158 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$149 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$149 Million1.87% of portfolio