Michael A. Dubis Financial Planning, LLC Dimensional ETF Tr Transaction History
Michael A. Dubis Financial Planning, LLC
- $103 Million
- Q4 2024
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 8,169 shares of DFAU stock, worth $340,157. This represents 0.32% of its overall portfolio holdings.
Number of Shares
8,169Holding current value
$340,157% of portfolio
0.32%Shares
1 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
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Essential Planning, Llc. Portsmouth, NH77.8MShares$3.24 Billion21.06% of portfolio
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Sequoia Financial Advisors, LLC4.94MShares$206 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$152 Million1.81% of portfolio