Investment Advisory Group, LLC Dimensional ETF Tr Transaction History
Investment Advisory Group, LLC
- $355 Million
- Q3 2025
A detailed history of Investment Advisory Group, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Investment Advisory Group, LLC holds 22,421 shares of DFAU stock, worth $1.03 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
22,421
Previous 22,416
0.02%
Holding current value
$1.03 Million
Previous $949,000
8.01%
% of portfolio
0.29%
Previous 0.3%
Shares
10 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% 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