Black Point Wealth Management Dimensional ETF Tr Transaction History
Black Point Wealth Management
- $86.4 Billion
- Q4 2024
A detailed history of Black Point Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Black Point Wealth Management holds 20,329 shares of DFAU stock, worth $855,647. This represents 0.95% of its overall portfolio holdings.
Number of Shares
20,329
Previous 20,329
-0.0%
Holding current value
$855,647
Previous $807 Million
2.02%
% of portfolio
0.95%
Previous 0.93%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
418Shares Held
109MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio