Gem Asset Management, LLC Dimensional ETF Tr Transaction History
Gem Asset Management, LLC
- $179 Billion
- Q1 2025
A detailed history of Gem Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Gem Asset Management, LLC holds 135,548 shares of DFAU stock, worth $4.89 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
135,548
Previous 132,197
2.53%
Holding current value
$4.89 Million
Previous $5.35 Billion
2.3%
% of portfolio
2.93%
Previous 2.98%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
487Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$71.5 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.81 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$178 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$150 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$131 Million1.81% of portfolio