Us Advisors Wealth Management, LLC Dimensional ETF Tr Transaction History
Us Advisors Wealth Management, LLC
- $284 Million
- Q2 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 50,437 shares of DFAU stock, worth $1.98 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
50,437
Previous 52,331
3.62%
Holding current value
$1.98 Million
Previous $1.91 Million
1.0%
% of portfolio
0.67%
Previous 0.72%
Shares
14 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$172 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$132 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio