C M Bidwell & Associates LTD Dimensional ETF Tr Transaction History
C M Bidwell & Associates LTD
- $162 Million
- Q4 2024
A detailed history of C M Bidwell & Associates LTD transactions in Dimensional ETF Tr stock. As of the latest transaction made, C M Bidwell & Associates LTD holds 17,827 shares of DFAU stock, worth $644,267. This represents 0.45% of its overall portfolio holdings.
Number of Shares
17,827
Previous 17,827
-0.0%
Holding current value
$644,267
Previous $707,000
1.98%
% of portfolio
0.45%
Previous 0.44%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
487Shares Held
202MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.81 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$179 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$150 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$132 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$131 Million45.35% of portfolio