Syverson Strege & CO Dimensional ETF Tr Transaction History
Syverson Strege & CO
- $274 Million
- Q2 2024
A detailed history of Syverson Strege & CO transactions in Dimensional ETF Tr stock. As of the latest transaction made, Syverson Strege & CO holds 298,839 shares of DFAU stock, worth $11.8 Million. This represents 4.08% of its overall portfolio holdings.
Number of Shares
298,839
Previous 295,059
1.28%
Holding current value
$11.8 Million
Previous $10.8 Million
3.91%
% of portfolio
4.08%
Previous 4.16%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$173 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$159 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$133 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio