Wp Wealth LLP Dimensional ETF Tr Transaction History
Wp Wealth LLP
- $482 Billion
- Q3 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wp Wealth LLP holds 1,167,376 shares of DFAU stock, worth $48.8 Million. This represents 9.61% of its overall portfolio holdings.
Number of Shares
1,167,376
Previous 1,119,185
4.31%
Holding current value
$48.8 Million
Previous $42 Billion
10.43%
% of portfolio
9.61%
Previous 10.13%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
449Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.25 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$207 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$152 Million1.81% of portfolio