Invst, LLC Dimensional ETF Tr Transaction History
Invst, LLC
- $927 Million
- Q2 2024
A detailed history of Invst, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Invst, LLC holds 38,766 shares of DFAU stock, worth $1.53 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
38,766
Previous 12,167
218.62%
Holding current value
$1.53 Million
Previous $444,000
227.25%
% of portfolio
0.16%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
405Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$190 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$145 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$133 Million42.46% of portfolio
-
Allworth Financial LP2.88MShares$113 Million0.71% of portfolio