Vantage Point Financial LLC Dimensional ETF Tr Transaction History
Vantage Point Financial LLC
- $198 Billion
- Q1 2025
A detailed history of Vantage Point Financial LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vantage Point Financial LLC holds 90,735 shares of DFAU stock, worth $3.44 Million. This represents 1.76% of its overall portfolio holdings.
Number of Shares
90,735
Previous 86,654
4.71%
Holding current value
$3.44 Million
Previous $3.51 Billion
0.59%
% of portfolio
1.76%
Previous 1.89%
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