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 $143 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
$143 Million
Previous $126 Million
9.82%
% of portfolio
43.58%
Previous 42.46%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$197 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio
-
Kooman & Associates Altoona, PA2.63MShares$108 Million38.59% of portfolio