Summit Financial Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Summit Financial Wealth Advisors, LLC
- $505 Million
- Q3 2024
A detailed history of Summit Financial Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 15,170 shares of DFAU stock, worth $632,285. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,170
Previous 15,170
-0.0%
Holding current value
$632,285
Previous $568,000
5.99%
% of portfolio
0.12%
Previous 0.13%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
424Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.6 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio