Blodgett Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Blodgett Wealth Advisors, LLC
- $119 Million
- Q3 2024
A detailed history of Blodgett Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Blodgett Wealth Advisors, LLC holds 6,072 shares of DFAU stock, worth $251,745. This represents 0.2% of its overall portfolio holdings.
Number of Shares
6,072
Previous 6,072
-0.0%
Holding current value
$251,745
Previous $227,000
5.73%
% of portfolio
0.2%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio