Diversify Wealth Management, LLC Dimensional ETF Tr Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 1,204,295 shares of DFAU stock, worth $50.6 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
1,204,295
Previous 1,250,528
3.7%
Holding current value
$50.6 Million
Previous $49.9 Billion
3.17%
% of portfolio
3.77%
Previous 4.81%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
415Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$174 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