Catalyst Private Wealth, LLC Dimensional ETF Tr Transaction History
Catalyst Private Wealth, LLC
- $164 Million
- Q3 2024
A detailed history of Catalyst Private Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Catalyst Private Wealth, LLC holds 116,919 shares of DFAU stock, worth $4.85 Million. This represents 2.83% of its overall portfolio holdings.
Number of Shares
116,919
Previous 104,761
11.61%
Holding current value
$4.85 Million
Previous $3.93 Million
18.16%
% of portfolio
2.83%
Previous 2.71%
Shares
8 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