Bcm Advisors, LLC Dimensional ETF Tr Transaction History
Bcm Advisors, LLC
- $441 Million
- Q3 2024
A detailed history of Bcm Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bcm Advisors, LLC holds 1,583,367 shares of DFAU stock, worth $66 Million. This represents 14.26% of its overall portfolio holdings.
Number of Shares
1,583,367
Previous 1,555,977
1.76%
Holding current value
$66 Million
Previous $58.3 Million
7.73%
% of portfolio
14.26%
Previous 13.01%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
427Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.6 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio