Walden Wealth Partners LLC Dimensional ETF Tr Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Walden Wealth Partners LLC holds 249,371 shares of DFAU stock, worth $9.46 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
249,371
Previous 239,921
3.94%
Holding current value
$9.46 Million
Previous $8.59 Billion
8.85%
% of portfolio
5.22%
Previous 4.99%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
494Shares Held
204MCall 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