Brainard Capital Management LLC Dimensional ETF Tr Transaction History
Brainard Capital Management LLC
- $131 Billion
- Q1 2023
A detailed history of Brainard Capital Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Brainard Capital Management LLC holds 199,857 shares of DFAU stock, worth $9.18 Million. This represents 4.4% of its overall portfolio holdings.
Number of Shares
199,857
Previous 159,721
25.13%
Holding current value
$9.18 Million
Previous $4.32 Billion
33.23%
% of portfolio
4.4%
Previous 3.66%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio