Steward Partners Investment Advisory, LLC Dimensional ETF Tr Transaction History
Steward Partners Investment Advisory, LLC
- $10.6 Billion
- Q3 2024
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
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 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$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio