Atlas Capital Advisors LLC Dimensional ETF Tr Transaction History
Atlas Capital Advisors LLC
- $788 Billion
- Q4 2024
A detailed history of Atlas Capital Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 1,202 shares of DFAU stock, worth $49,630. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,202
Previous 1,202
-0.0%
Holding current value
$49,630
Previous $47.7 Million
2.01%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.21 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$204 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$150 Million1.81% of portfolio