Tanglewood Legacy Advisors, LLC Dimensional ETF Tr Transaction History
Tanglewood Legacy Advisors, LLC
- $234 Billion
- Q4 2024
A detailed history of Tanglewood Legacy Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tanglewood Legacy Advisors, LLC holds 58,287 shares of DFAU stock, worth $2.41 Million. This represents 1.01% of its overall portfolio holdings.
Number of Shares
58,287
Previous 58,287
-0.0%
Holding current value
$2.41 Million
Previous $2.31 Billion
2.02%
% of portfolio
1.01%
Previous 1.03%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.21 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$204 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$150 Million1.81% of portfolio