Syverson Strege & CO Dimensional ETF Tr Transaction History
Syverson Strege & CO
- $277 Million
- Q3 2024
A detailed history of Syverson Strege & CO transactions in Dimensional ETF Tr stock. As of the latest transaction made, Syverson Strege & CO holds 304,635 shares of DFAU stock, worth $12.4 Million. This represents 4.36% of its overall portfolio holdings.
Number of Shares
304,635
Previous 298,839
1.94%
Holding current value
$12.4 Million
Previous $11.2 Million
7.92%
% of portfolio
4.36%
Previous 4.08%
Shares
15 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