Wp Wealth LLP Dimensional ETF Tr Transaction History
Wp Wealth LLP
- $489 Billion
- Q4 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wp Wealth LLP holds 1,225,369 shares of DFAU stock, worth $46.5 Million. This represents 10.14% of its overall portfolio holdings.
Number of Shares
1,225,369
Previous 1,167,376
4.97%
Holding current value
$46.5 Million
Previous $46.3 Billion
7.08%
% of portfolio
10.14%
Previous 9.61%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
497Shares Held
205MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.95 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$214 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$158 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$138 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$137 Million45.35% of portfolio