Lri Investments, LLC Dimensional ETF Tr Transaction History
Lri Investments, LLC
- $1.03 Trillion
- Q3 2024
A detailed history of Lri Investments, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Lri Investments, LLC holds 53,748 shares of DFAU stock, worth $2.24 Million. This represents 0.22% of its overall portfolio holdings.
Number of Shares
53,748
Previous 53,653
0.18%
Holding current value
$2.24 Million
Previous $2.01 Billion
10.22%
% of portfolio
0.22%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
458Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.5 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$152 Million1.81% of portfolio