Tcp Asset Management, LLC Dimensional ETF Tr Transaction History
Tcp Asset Management, LLC
- $353 Million
- Q1 2024
A detailed history of Tcp Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Tcp Asset Management, LLC holds 810,071 shares of DFAU stock, worth $30.4 Million. This represents 8.39% of its overall portfolio holdings.
Number of Shares
810,071
Previous 659,063
22.91%
Holding current value
$30.4 Million
Previous $21.9 Million
35.08%
% of portfolio
8.39%
Previous 8.48%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$157 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$156 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$138 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$121 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$100 Million25.27% of portfolio