Asset Dedication, LLC Dimensional ETF Tr Transaction History
Asset Dedication, LLC
- $1.25 Billion
- Q4 2024
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Asset Dedication, LLC holds 91 shares of DFAU stock, worth $3,518. This represents 0.0% of its overall portfolio holdings.
Number of Shares
91
Previous 2,139
95.75%
Holding current value
$3,518
Previous $84,000
96.43%
% of portfolio
0.0%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
482Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$76.6 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.01 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$191 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$161 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$141 Million1.81% of portfolio