Weinberger Asset Management, Inc Dimensional ETF Tr Transaction History
Weinberger Asset Management, Inc
- $233 Billion
- Q1 2025
A detailed history of Weinberger Asset Management, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 225,742 shares of DFAU stock, worth $8.63 Million. This represents 3.72% of its overall portfolio holdings.
Number of Shares
225,742
Previous 222,870
1.29%
Holding current value
$8.63 Million
Previous $9.02 Billion
3.84%
% of portfolio
3.72%
Previous 3.77%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
485Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$75.7 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.97 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$189 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$139 Million1.81% of portfolio