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 $27.6 Million. This represents 24.29% of its overall portfolio holdings.
Number of Shares
656,989Holding current value
$27.6 Million% of portfolio
24.29%Shares
1 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
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Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
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Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
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Allworth Financial LP2.88MShares$121 Million0.71% of portfolio