Steward Partners Investment Advisory, LLC Dimensional ETF Tr Transaction History
Steward Partners Investment Advisory, LLC
- $12.3 Billion
- Q2 2025
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 431 shares of DFAU stock, worth $19,528. This represents 0.0% of its overall portfolio holdings.
Number of Shares
431
Previous 431
-0.0%
Holding current value
$19,528
Previous $16,000
12.5%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
532Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$196 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$188 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$173 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$171 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$157 Million1.86% of portfolio