Krilogy Financial LLC Dimensional ETF Tr Transaction History
Krilogy Financial LLC
- $1.37 Billion
- Q4 2024
A detailed history of Krilogy Financial LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Krilogy Financial LLC holds 1,456,733 shares of DFAU stock, worth $61.2 Million. This represents 4.31% of its overall portfolio holdings.
Number of Shares
1,456,733
Previous 1,396,131
4.34%
Holding current value
$61.2 Million
Previous $55.4 Million
6.44%
% of portfolio
4.31%
Previous 4.11%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
415Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$174 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio