Wealthstream Advisors, Inc. Dimensional ETF Tr Transaction History
Wealthstream Advisors, Inc.
- $512 Million
- Q1 2025
A detailed history of Wealthstream Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 6,561 shares of DFAU stock, worth $268,148. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,561
Previous 6,555
0.09%
Holding current value
$268,148
Previous $265,000
4.91%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
504Shares Held
133MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC5.63MShares$230 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Aquire Wealth Advisors, LLC3.76MShares$154 Million44.46% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$144 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$144 Million1.87% of portfolio