Olistico Wealth, LLC Dimensional ETF Tr Transaction History
Olistico Wealth, LLC
- $189 Billion
- Q3 2025
A detailed history of Olistico Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Olistico Wealth, LLC holds 34,696 shares of DFAU stock, worth $1.59 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
34,696
Previous 34,628
0.2%
Holding current value
$1.59 Million
Previous $1.47 Billion
8.24%
% of portfolio
0.84%
Previous 0.81%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio