True Wealth Design, LLC Dimensional ETF Tr Transaction History
True Wealth Design, LLC
- $256 Billion
- Q3 2024
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 $187,266. This represents 0.07% of its overall portfolio holdings.
Number of Shares
4,600
Previous 4,600
-0.0%
Holding current value
$187,266
Previous $172 Million
5.87%
% of portfolio
0.07%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio