Werba Rubin Papier Wealth Management Dimensional ETF Tr Transaction History
Werba Rubin Papier Wealth Management
- $424 Billion
- Q4 2024
A detailed history of Werba Rubin Papier Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Werba Rubin Papier Wealth Management holds 5,008 shares of DFAU stock, worth $188,901. This represents 0.05% of its overall portfolio holdings.
Number of Shares
5,008Holding current value
$188,901% of portfolio
0.05%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
490Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.94 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$212 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$157 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$137 Million1.81% of portfolio
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Aquire Wealth Advisors, LLC3.62MShares$136 Million45.35% of portfolio