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 $17,546. This represents 0.0% of its overall portfolio holdings.

Number of Shares
431
Previous 431 -0.0%
Holding current value
$17,546
Previous $16,000 6.25%
% 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

About DIMENSIONAL ETF TR


  • 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.