True Wealth Design, LLC Dimensional ETF Tr Transaction History
True Wealth Design, LLC
- $263 Billion
- Q1 2025
A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, True Wealth Design, LLC holds 4,600 shares of DFAU stock, worth $185,794. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,600
Previous 4,600
-0.0%
Holding current value
$185,794
Previous $186 Million
5.06%
% of portfolio
0.07%
Previous 0.07%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
503Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$227 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$168 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$152 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$143 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$142 Million1.87% of portfolio