Wmg Financial Advisors, LLC Dimensional ETF Tr Transaction History
Wmg Financial Advisors, LLC
- $206 Million
- Q3 2024
A detailed history of Wmg Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 9,480 shares of DFAU stock, worth $391,239. This represents 0.18% of its overall portfolio holdings.
Number of Shares
9,480
Previous 9,980
5.01%
Holding current value
$391,239
Previous $374,000
0.53%
% of portfolio
0.18%
Previous 0.21%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$199 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$152 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$144 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio