Dodds Wealth, LLC Dimensional ETF Tr Transaction History
Dodds Wealth, LLC
- $311 Billion
- Q4 2024
A detailed history of Dodds Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dodds Wealth, LLC holds 91,476 shares of DFAU stock, worth $3.8 Million. This represents 1.24% of its overall portfolio holdings.
Number of Shares
91,476
Previous 91,219
0.28%
Holding current value
$3.8 Million
Previous $3.63 Billion
5.85%
% of portfolio
1.24%
Previous 1.21%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
441Shares Held
2.1BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.4 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.24 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$206 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$151 Million1.81% of portfolio