Nelson, Van Denburg & Campbell Wealth Management Group, LLC Dimensional ETF Tr Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.53 Billion
Q1 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$34.53 - $37.67 $517 - $565	15 Added 1.26%	1,210 $45,000
Q2 2023 Jul 19, 2023	BUY	$28.25 - $30.99 $33,758 - $37,033	1,195 New	1,195 $37,000

Others Institutions Holding DFAU

# of Institutions

489

Shares Held

203M

Call Options Held

Put Options Held

400

Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$2.86 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

5.63M
Shares

$207 Million
1.87% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$152 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$134 Million
1.81% of portfolio
Aquire Wealth Advisors, LLC

3.62M
Shares

$133 Million
45.35% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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