Wealthstream Advisors, Inc. Dimensional ETF Tr Transaction History
Wealthstream Advisors, Inc.
- $502 Million
- Q3 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 6,546 shares of DFAU stock, worth $266,487. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,546
Previous 6,539
0.11%
Holding current value
$266,487
Previous $245,000
5.71%
% of portfolio
0.05%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
412Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio