Creative Financial Designs Inc Dimensional ETF Tr Transaction History
Creative Financial Designs Inc
- $1.16 Billion
- Q3 2024
A detailed history of Creative Financial Designs Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Creative Financial Designs Inc holds 8,287 shares of DFAU stock, worth $348,799. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,287
Previous 8,264
0.28%
Holding current value
$348,799
Previous $309,000
6.15%
% of portfolio
0.03%
Previous 0.03%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
418Shares Held
109MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio