Cws Financial Advisors, LLC Dimensional ETF Tr Transaction History
Cws Financial Advisors, LLC
- $347 Million
- Q3 2025
A detailed history of Cws Financial Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 6,081 shares of DFAU stock, worth $279,421. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,081
Previous 5,565
9.27%
Holding current value
$279,421
Previous $235,000
18.3%
% of portfolio
0.08%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
547Shares Held
150MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.51MShares$207 Million17.66% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio