True Wealth Design, LLC Dimensional ETF Tr Transaction History
True Wealth Design, LLC
- $401 Billion
- Q1 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 $173,788. This represents 0.04% of its overall portfolio holdings.
Number of Shares
4,600
Previous 4,600
-0.0%
Holding current value
$173,788
Previous $153 Million
9.89%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
386Shares Held
95.3MCall Options Held
0Put Options Held
0-
Modera Wealth Management, LLC4.18MShares$158 Million2.33% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Sequoia Financial Advisors, LLC3.67MShares$139 Million1.68% of portfolio
-
Aquire Wealth Advisors, LLC3.23MShares$122 Million41.25% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.67MShares$101 Million25.27% of portfolio