Steward Partners Investment Advisory, LLC Dimensional ETF Tr Transaction History
Steward Partners Investment Advisory, LLC
- $9.37 Billion
- Q2 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 $16,981. This represents 0.0% of its overall portfolio holdings.
Number of Shares
431
Previous 431
-0.0%
Holding current value
$16,981
Previous $15,000
6.67%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$173 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$133 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio