Steward Partners Investment Advisory, LLC Dimensional ETF Tr Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 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 $18,175. This represents 0.0% of its overall portfolio holdings.

Number of Shares
431
Previous 431 -0.0%
Holding current value
$18,175
Previous $17,000 5.88%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 12, 2024
SELL
$28.58 - $33.37 $342 - $400
-12 Reduced 2.71%
431 $14,000
Q2 2023

Aug 14, 2023
BUY
$28.25 - $30.99 $339 - $371
12 Added 2.78%
443 $13,000
Q1 2021

May 14, 2021
BUY
$25.91 - $28.38 $11,167 - $12,231
431 New
431 $12,000

Others Institutions Holding DFAU

# of Institutions
505
Shares Held
134M
Call Options Held
30.6K
Put Options Held
700
View Full List

About DIMENSIONAL ETF TR

DFAU Quotes by TradingView
  • Ticker DFAU
  • Sector ETFs
  • Industry ETFs
More about DFAU
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email