Washington Trust Advisors, Inc. Dimensional ETF Tr Transaction History
Washington Trust Advisors, Inc.
- $1.09 Billion
- Q1 2025
A detailed history of Washington Trust Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Washington Trust Advisors, Inc. holds 34,992 shares of DFAU stock, worth $1.32 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
34,992
Previous 28,727
21.81%
Holding current value
$1.32 Million
Previous $1.16 Million
15.65%
% of portfolio
0.12%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
490Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.94 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$212 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$137 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$136 Million45.35% of portfolio