Aspect Partners, LLC Dimensional ETF Tr Transaction History
Aspect Partners, LLC
- $173 Billion
- Q4 2024
A detailed history of Aspect Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Aspect Partners, LLC holds 12,874 shares of DFAU stock, worth $538,004. This represents 0.3% of its overall portfolio holdings.
Number of Shares
12,874
Previous 14,874
13.45%
Holding current value
$538,004
Previous $590 Million
11.7%
% of portfolio
0.3%
Previous 0.33%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
449Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.25 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$207 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$152 Million1.81% of portfolio