Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History
Fiduciary Financial Group, LLC
- $460 Billion
- Q4 2024
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 29,194 shares of DFAU stock, worth $1.23 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
29,194
Previous 28,833
1.25%
Holding current value
$1.23 Million
Previous $1.14 Billion
2.71%
% of portfolio
0.26%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
418Shares Held
109MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio