Wealthstream Advisors, Inc. Dimensional ETF Tr Transaction History
Wealthstream Advisors, Inc.
- $575 Million
- Q2 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 $302,790. This represents 0.05% of its overall portfolio holdings.
Number of Shares
6,561
Previous 6,561
-0.0%
Holding current value
$302,790
Previous $252,000
9.92%
% of portfolio
0.05%
Previous 0.05%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
539Shares Held
146MCall Options Held
58.3KPut Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$323 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$208 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$192 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$176 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$174 Million1.91% of portfolio