L.K. Benson & Company, P.C. Dimensional ETF Tr Transaction History

L.K. Benson & Company, P.C.

$142 Billion
Q4 2024

A detailed history of L.K. Benson & Company, P.C. transactions in Dimensional ETF Tr stock. As of the latest transaction made, L.K. Benson & Company, P.C. holds 7,180 shares of DFAU stock, worth $263,721. This represents 0.2% of its overall portfolio holdings.

Number of Shares

7,180

Holding current value

$263,721

% of portfolio

0.2%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 10, 2025	BUY	$39.27 - $42.38 $281,958 - $304,288	7,180 New	7,180 $291 Million

Others Institutions Holding DFAU

# of Institutions

489

Shares Held

203M

Call Options Held

Put Options Held

400

Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$2.86 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

5.63M
Shares

$207 Million
1.87% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$152 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$134 Million
1.81% of portfolio
Aquire Wealth Advisors, LLC

3.62M
Shares

$133 Million
45.35% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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L.K. Benson & Company, P.C. Dimensional ETF Tr Transaction History