Betterment LLC Dimensional ETF Tr Transaction History
Betterment LLC
- $41.6 Billion
- Q3 2024
A detailed history of Betterment LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Betterment LLC holds 1,173,473 shares of DFAU stock, worth $47.9 Million. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,173,473
Previous 1,094,099
7.25%
Holding current value
$47.9 Million
Previous $41 Million
13.55%
% of portfolio
0.11%
Previous 0.11%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$197 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio