Fiduciary Financial Group, LLC Dimensional ETF Tr Transaction History
Fiduciary Financial Group, LLC
- $460 Billion
- Q4 2024
A detailed history of Fiduciary Financial Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Fiduciary Financial Group, LLC holds 29,194 shares of DFAU stock, worth $1.19 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
29,194
Previous 28,833
1.25%
Holding current value
$1.19 Million
Previous $1.14 Billion
2.71%
% of portfolio
0.26%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.18 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$202 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$149 Million1.81% of portfolio