Ascent Group, LLC Dimensional ETF Tr Transaction History
Ascent Group, LLC
- $1.29 Billion
- Q4 2024
A detailed history of Ascent Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Ascent Group, LLC holds 6,047 shares of DFAU stock, worth $231,176. This represents 0.02% of its overall portfolio holdings.
Number of Shares
6,047
Previous 6,571
7.97%
Holding current value
$231,176
Previous $260,000
6.15%
% of portfolio
0.02%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
483Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$75.7 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.97 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$189 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$139 Million1.81% of portfolio