Oceanside Advisors LLC Dimensional ETF Tr Transaction History
Oceanside Advisors LLC
- $134 Billion
- Q4 2024
A detailed history of Oceanside Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Oceanside Advisors LLC holds 33,903 shares of DFAU stock, worth $1.41 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
33,903
Previous 32,893
3.07%
Holding current value
$1.41 Million
Previous $1.31 Billion
5.15%
% of portfolio
1.02%
Previous 0.97%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
441Shares Held
2.1BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.4 Billion4.8% 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$151 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio