Gem Asset Management, LLC Dimensional ETF Tr Transaction History
Gem Asset Management, LLC
- $175 Billion
- Q3 2024
A detailed history of Gem Asset Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Gem Asset Management, LLC holds 129,214 shares of DFAU stock, worth $5.36 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
129,214
Previous 124,523
3.77%
Holding current value
$5.36 Million
Previous $4.67 Billion
8.81%
% of portfolio
2.9%
Previous 2.91%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio