Stewardship Advisors, LLC Dimensional ETF Tr Transaction History
Stewardship Advisors, LLC
- $341 Million
- Q4 2024
A detailed history of Stewardship Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Stewardship Advisors, LLC holds 16,188 shares of DFAU stock, worth $681,838. This represents 0.19% of its overall portfolio holdings.
Number of Shares
16,188
Previous 14,115
14.69%
Holding current value
$681,838
Previous $560,000
16.96%
% of portfolio
0.19%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
471Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$83.5 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.28 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$208 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$153 Million1.81% of portfolio