Bay Capital Advisors, LLC Dimensional ETF Tr Transaction History

Bay Capital Advisors, LLC

$124 Billion
Q4 2024

A detailed history of Bay Capital Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bay Capital Advisors, LLC holds 14,438 shares of DFAU stock, worth $608,128. This represents 0.47% of its overall portfolio holdings.

Number of Shares

14,438

Holding current value

$608,128

% of portfolio

0.47%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 11, 2025	BUY	$39.27 - $42.38 $566,980 - $611,882	14,438 New	14,438 $585 Million

Others Institutions Holding DFAU

# of Institutions

471

Shares Held

2.18B

Call Options Held

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$83.5 Billion
4.8% of portfolio
Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$3.28 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

4.94M
Shares

$208 Million
1.73% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$175 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$153 Million
1.81% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Bay Capital Advisors, LLC Dimensional ETF Tr Transaction History