Wealth Preservation Advisors, LLC Dimensional ETF Tr Transaction History
Wealth Preservation Advisors, LLC
- $172 Billion
- Q3 2025
A detailed history of Wealth Preservation Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealth Preservation Advisors, LLC holds 4,567 shares of DFAU stock, worth $209,853. This represents 0.12% of its overall portfolio holdings.
Number of Shares
4,567
Previous 4,567
-0.0%
Holding current value
$209,853
Previous $193 Million
8.03%
% of portfolio
0.12%
Previous 0.12%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
550Shares Held
149MCall Options Held
58.3KPut Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio