Intrepid Financial Planning Group LLC Dimensional ETF Tr Transaction History
Intrepid Financial Planning Group LLC
- $235 Million
- Q3 2025
A detailed history of Intrepid Financial Planning Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 25,738 shares of DFAU stock, worth $1.18 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
25,738
Previous 26,628
3.34%
Holding current value
$1.18 Million
Previous $1.13 Million
4.44%
% of portfolio
0.5%
Previous 0.5%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
549Shares Held
150MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.51MShares$207 Million17.66% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio