Private Advisory Group LLC Dimensional ETF Tr Transaction History
Private Advisory Group LLC
- $1.15 Billion
- Q3 2025
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
547Shares Held
150MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
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Rvw Wealth, LLC4.51MShares$207 Million17.66% of portfolio
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Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
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Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
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Allworth Financial LP3.99MShares$183 Million0.83% of portfolio