Mission Wealth Management, LP Dimensional ETF Tr Transaction History
Mission Wealth Management, LP
- $4.24 Billion
- Q4 2024
A detailed history of Mission Wealth Management, LP transactions in Dimensional ETF Tr stock. As of the latest transaction made, Mission Wealth Management, LP holds 504,511 shares of DFAU stock, worth $21 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
504,511
Previous 498,168
1.27%
Holding current value
$21 Million
Previous $19.8 Million
3.31%
% of portfolio
0.48%
Previous 0.48%
Shares
15 transactions
Others Institutions Holding DFAU
# of Institutions
458Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.5 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.24 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$206 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$152 Million1.81% of portfolio