Bcm Advisors, LLC Dimensional ETF Tr Transaction History
Bcm Advisors, LLC
- $432 Million
- Q4 2024
A detailed history of Bcm Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bcm Advisors, LLC holds 1,329,278 shares of DFAU stock, worth $55.3 Million. This represents 12.45% of its overall portfolio holdings.
Number of Shares
1,329,278
Previous 1,583,367
16.05%
Holding current value
$55.3 Million
Previous $62.8 Million
14.35%
% of portfolio
12.45%
Previous 14.26%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
449Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.4 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.24 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$206 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$151 Million1.81% of portfolio