Market Street Wealth Management Advisors LLC Dimensional ETF Tr Transaction History
Market Street Wealth Management Advisors LLC
- $545 Million
- Q4 2024
A detailed history of Market Street Wealth Management Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Market Street Wealth Management Advisors LLC holds 66,641 shares of DFAU stock, worth $2.75 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
66,641
Previous 65,892
1.14%
Holding current value
$2.75 Million
Previous $2.62 Million
3.17%
% of portfolio
0.5%
Previous 0.47%
Shares
5 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