Financial Plan, Inc. Dimensional ETF Tr Transaction History
Financial Plan, Inc.
- $871 Billion
- Q4 2025
A detailed history of Financial Plan, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Plan, Inc. holds 32,023 shares of DFAU stock, worth $1.47 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
32,023Holding current value
$1.47 Million% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
554Shares Held
155MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.51MShares$207 Million17.66% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio