Capital Financial Services, LLC Dimensional ETF Tr Transaction History
Capital Financial Services, LLC
- $72 Million
- Q4 2022
A detailed history of Capital Financial Services, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Capital Financial Services, LLC holds 27,416 shares of DFAU stock, worth $1.06 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
27,416
Previous 20,751
32.12%
Holding current value
$1.06 Million
Previous $522,000
41.76%
% of portfolio
1.03%
Previous 0.77%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
482Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$76.6 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.01 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$191 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$161 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$141 Million1.81% of portfolio