Transcend Capital Advisors, LLC Dimensional ETF Tr Transaction History
Transcend Capital Advisors, LLC
- $1.39 Billion
- Q1 2025
A detailed history of Transcend Capital Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Transcend Capital Advisors, LLC holds 16,864 shares of DFAU stock, worth $639,988. This represents 0.05% of its overall portfolio holdings.
Number of Shares
16,864Holding current value
$639,988% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
494Shares Held
204MCall 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
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Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
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Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio