Annex Advisory Services, LLC Dimensional ETF Tr Transaction History
Annex Advisory Services, LLC
- $4.03 Billion
- Q4 2025
A detailed history of Annex Advisory Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Annex Advisory Services, LLC holds 2,868,665 shares of DFAU stock, worth $132 Million. This represents 3.27% of its overall portfolio holdings.
Number of Shares
2,868,665Holding current value
$132 Million% of portfolio
3.27%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
552Shares Held
153MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
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Rvw Wealth, LLC4.51MShares$207 Million17.66% of portfolio
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Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
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Allworth Financial LP3.99MShares$183 Million0.83% of portfolio