Coppell Advisory Solutions LLC Dimensional ETF Tr Transaction History
Coppell Advisory Solutions LLC
- $716 Billion
- Q4 2024
A detailed history of Coppell Advisory Solutions LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 9,302 shares of DFAU stock, worth $341,662. This represents 0.05% of its overall portfolio holdings.
Number of Shares
9,302
Previous 9,549
2.59%
Holding current value
$341,662
Previous $378 Million
0.12%
% of portfolio
0.05%
Previous 0.06%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
487Shares Held
202MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.86 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$207 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$152 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$134 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$133 Million45.35% of portfolio