Syverson Strege & CO Dimensional ETF Tr Transaction History
Syverson Strege & CO
- $280 Million
- Q4 2024
A detailed history of Syverson Strege & CO transactions in Dimensional ETF Tr stock. As of the latest transaction made, Syverson Strege & CO holds 304,345 shares of DFAU stock, worth $11.5 Million. This represents 4.4% of its overall portfolio holdings.
Number of Shares
304,345
Previous 304,635
0.1%
Holding current value
$11.5 Million
Previous $12.1 Million
1.92%
% of portfolio
4.4%
Previous 4.36%
Shares
16 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio