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 $60.1 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
$60.1 Million
Previous $55.4 Million
6.44%
% of portfolio
4.31%
Previous 4.11%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$81.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.21 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$204 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$171 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$150 Million1.81% of portfolio