Stewardship Advisors, LLC Dimensional ETF Tr Transaction History
Stewardship Advisors, LLC
- $372 Million
- Q2 2025
A detailed history of Stewardship Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Stewardship Advisors, LLC holds 20,823 shares of DFAU stock, worth $943,490. This represents 0.24% of its overall portfolio holdings.
Number of Shares
20,823
Previous 19,393
7.37%
Holding current value
$943,490
Previous $745,000
18.39%
% of portfolio
0.24%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
532Shares Held
139MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.33MShares$196 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$188 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$173 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$171 Million1.91% of portfolio
-
Modera Wealth Management, LLC3.47MShares$157 Million1.86% of portfolio