Aquire Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Aquire Wealth Advisors, LLC
- $318 Million
- Q3 2024
A detailed history of Aquire Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aquire Wealth Advisors, LLC holds 3,495,227 shares of DFAU stock, worth $140 Million. This represents 43.58% of its overall portfolio holdings.
Number of Shares
3,495,227
Previous 3,369,490
3.73%
Holding current value
$140 Million
Previous $126 Million
9.82%
% of portfolio
43.58%
Previous 42.46%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
408Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$193 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$166 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$147 Million1.87% of portfolio
-
Allworth Financial LP2.88MShares$115 Million0.71% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$111 Million26.74% of portfolio