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 $617,570. This represents 0.12% of its overall portfolio holdings.
Number of Shares
15,170
Previous 15,170
-0.0%
Holding current value
$617,570
Previous $568,000
5.99%
% of portfolio
0.12%
Previous 0.13%
Shares
1 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