Optima Capital LLC Dimensional ETF Tr Transaction History
Optima Capital LLC
- $231 Billion
- Q4 2025
A detailed history of Optima Capital LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Optima Capital LLC holds 17,054 shares of DFAU stock, worth $783,631. This represents 0.35% of its overall portfolio holdings.
Number of Shares
17,054
Previous 17,035
0.11%
Holding current value
$783,631
Previous $780 Million
2.39%
% of portfolio
0.35%
Previous 0.38%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
550Shares Held
150MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.51MShares$207 Million17.66% 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