Wealth Preservation Advisors, LLC Dimensional ETF Tr Transaction History
Wealth Preservation Advisors, LLC
- $140 Billion
- Q1 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 $173,317. This represents 0.13% of its overall portfolio holdings.
Number of Shares
4,567Holding current value
$173,317% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
502Shares Held
132MCall Options Held
0Put Options Held
400-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
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Aquire Wealth Advisors, LLC3.76MShares$143 Million44.46% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$134 Million1.69% of portfolio
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Modera Wealth Management, LLC3.52MShares$134 Million1.87% of portfolio