Freedom Financial Partners LLC Dimensional ETF Tr Transaction History
Freedom Financial Partners LLC
- $215 Billion
- Q1 2025
A detailed history of Freedom Financial Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Freedom Financial Partners LLC holds 11,907 shares of DFAU stock, worth $437,344. This represents 0.21% of its overall portfolio holdings.
Number of Shares
11,907
Previous 11,892
0.13%
Holding current value
$437,344
Previous $482 Million
4.95%
% of portfolio
0.21%
Previous 0.23%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
489Shares Held
203MCall 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