American Capital Advisory, LLC Dimensional ETF Tr Transaction History
American Capital Advisory, LLC
- $172 Billion
- Q3 2024
A detailed history of American Capital Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, American Capital Advisory, LLC holds 165,844 shares of DFAU stock, worth $6.88 Million. This represents 3.82% of its overall portfolio holdings.
Number of Shares
165,844
Previous 176,457
6.01%
Holding current value
$6.88 Million
Previous $5.87 Billion
12.19%
% of portfolio
3.82%
Previous 4.19%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio