Wp Wealth LLP Dimensional ETF Tr Transaction History
Wp Wealth LLP
- $554 Billion
- Q2 2025
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wp Wealth LLP holds 1,478,538 shares of DFAU stock, worth $67.5 Million. This represents 11.3% of its overall portfolio holdings.
Number of Shares
1,478,538
Previous 1,225,369
20.66%
Holding current value
$67.5 Million
Previous $49.6 Billion
26.23%
% of portfolio
11.3%
Previous 10.14%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
536Shares Held
138MCall Options Held
58.3KPut Options Held
0-
Rvw Wealth, LLC4.5MShares$205 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio
-
Aquire Wealth Advisors, LLC3.61MShares$165 Million40.64% of portfolio