Allegiance Financial Group Advisory Services LLC Dimensional ETF Tr Transaction History
Allegiance Financial Group Advisory Services LLC
- $287 Billion
- Q3 2024
A detailed history of Allegiance Financial Group Advisory Services LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Allegiance Financial Group Advisory Services LLC holds 395,442 shares of DFAU stock, worth $16.2 Million. This represents 5.46% of its overall portfolio holdings.
Number of Shares
395,442
Previous 373,568
5.86%
Holding current value
$16.2 Million
Previous $14 Billion
12.07%
% of portfolio
5.46%
Previous 5.36%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$198 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$151 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$118 Million0.71% of portfolio