Vanguard Personalized Indexing Management, LLC Dimensional ETF Tr Transaction History
Vanguard Personalized Indexing Management, LLC
- $6.46 Billion
- Q4 2024
A detailed history of Vanguard Personalized Indexing Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vanguard Personalized Indexing Management, LLC holds 10,680 shares of DFAU stock, worth $405,306. This represents 0.01% of its overall portfolio holdings.
Number of Shares
10,680
Previous 5,525
93.3%
Holding current value
$405,306
Previous $219,000
97.26%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio