M Wealth Management, LLC Dimensional ETF Tr Transaction History
M Wealth Management, LLC
- $110 Billion
- Q4 2024
A detailed history of M Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, M Wealth Management, LLC holds 656,989 shares of DFAU stock, worth $27.1 Million. This represents 24.29% of its overall portfolio holdings.
Number of Shares
656,989Holding current value
$27.1 Million% of portfolio
24.29%Shares
1 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