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 $1.14 Million. This represents 1.03% of its overall portfolio holdings.
Number of Shares
27,416
Previous 20,751
32.12%
Holding current value
$1.14 Million
Previous $522,000
41.76%
% of portfolio
1.03%
Previous 0.77%
Shares
2 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