Wealth Advisors Northwest LLC Dimensional ETF Tr Transaction History
Wealth Advisors Northwest LLC
- $147 Billion
- Q4 2024
A detailed history of Wealth Advisors Northwest LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Advisors Northwest LLC holds 156,019 shares of DFAU stock, worth $5.96 Million. This represents 4.3% of its overall portfolio holdings.
Number of Shares
156,019Holding current value
$5.96 Million% of portfolio
4.3%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
486Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$75.7 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.97 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$189 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$139 Million1.81% of portfolio