Liberty Wealth Management LLC Dimensional ETF Tr Transaction History
Liberty Wealth Management LLC
- $569 Million
- Q3 2024
A detailed history of Liberty Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Liberty Wealth Management LLC holds 718,473 shares of DFAU stock, worth $29.8 Million. This represents 5.01% of its overall portfolio holdings.
Number of Shares
718,473
Previous 1,773,543
59.49%
Holding current value
$29.8 Million
Previous $26 Million
9.68%
% of portfolio
5.01%
Previous 4.77%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio