Woodside Wealth Management LLC Dimensional ETF Tr Transaction History
Woodside Wealth Management LLC
- $116 Billion
- Q2 2025
A detailed history of Woodside Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Woodside Wealth Management LLC holds 39,412 shares of DFAU stock, worth $1.84 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
39,412
Previous 38,227
3.1%
Holding current value
$1.84 Million
Previous $1.47 Billion
13.61%
% of portfolio
1.44%
Previous 1.36%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
537Shares Held
146MCall Options Held
58.3KPut Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$327 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$210 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$194 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$178 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$176 Million1.91% of portfolio