Financial Alternatives, Inc Dimensional ETF Tr Transaction History
Financial Alternatives, Inc
- $142 Billion
- Q3 2024
A detailed history of Financial Alternatives, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Financial Alternatives, Inc holds 51,534 shares of DFAU stock, worth $2.12 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
51,534
Previous 52,967
2.71%
Holding current value
$2.12 Million
Previous $1.99 Billion
3.0%
% of portfolio
1.44%
Previous 1.49%
Shares
7 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