Dixon Fnancial Services, Inc. Dimensional ETF Tr Transaction History
Dixon Fnancial Services, Inc.
- $187 Million
- Q3 2024
A detailed history of Dixon Fnancial Services, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Dixon Fnancial Services, Inc. holds 10,328 shares of DFAU stock, worth $423,964. This represents 0.22% of its overall portfolio holdings.
Number of Shares
10,328
Previous 9,649
7.04%
Holding current value
$423,964
Previous $361,000
13.3%
% of portfolio
0.22%
Previous 0.2%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$198 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$151 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$118 Million0.71% of portfolio