Evanson Asset Management, LLC Dimensional ETF Tr Transaction History
Evanson Asset Management, LLC
- $1.33 Billion
- Q1 2025
A detailed history of Evanson Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Evanson Asset Management, LLC holds 29,450 shares of DFAU stock, worth $1.08 Million. This represents 0.09% of its overall portfolio holdings.
Number of Shares
29,450
Previous 29,447
0.01%
Holding current value
$1.08 Million
Previous $1.19 Million
5.03%
% of portfolio
0.09%
Previous 0.09%
Shares
16 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