Colony Family Offices, LLC Dimensional ETF Tr Transaction History
Colony Family Offices, LLC
- $296 Million
- Q3 2024
A detailed history of Colony Family Offices, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Colony Family Offices, LLC holds 16,930 shares of DFAU stock, worth $701,917. This represents 0.23% of its overall portfolio holdings.
Number of Shares
16,930
Previous 16,930
-0.0%
Holding current value
$701,917
Previous $634,000
5.84%
% of portfolio
0.23%
Previous 0.24%
Shares
1 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