Us Advisors Wealth Management, LLC Dimensional ETF Tr Transaction History
Us Advisors Wealth Management, LLC
- $265 Million
- Q1 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 20,307 shares of DFAE stock, worth $539,150. This represents 0.19% of its overall portfolio holdings.
Number of Shares
20,307
Previous 19,078
6.44%
Holding current value
$539,150
Previous $459,000
8.93%
% of portfolio
0.19%
Previous 0.19%
Shares
10 transactions
Others Institutions Holding DFAE
# of Institutions
426Shares Held
119MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$336 Million1.22% of portfolio
-
Ubs Group Ag5.12MShares$136 Million0.03% of portfolio
-
Envestnet Asset Management Inc4.33MShares$115 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.9MShares$104 Million0.01% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.66MShares$97.2 Million0.26% of portfolio