Garrett Investment Advisors LLC Dimensional ETF Tr Transaction History
Garrett Investment Advisors LLC
- $941 Million
- Q4 2024
A detailed history of Garrett Investment Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Garrett Investment Advisors LLC holds 173,476 shares of DFAU stock, worth $6.8 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
173,476
Previous 170,048
2.02%
Holding current value
$6.8 Million
Previous $6.75 Million
4.07%
% of portfolio
0.75%
Previous 0.73%
Shares
16 transactions
Others Institutions Holding DFAU
# of Institutions
483Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$77.6 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.05 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$194 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$143 Million1.81% of portfolio