Private Advisory Group LLC Dimensional ETF Tr Transaction History

Private Advisory Group LLC

$866 Million
Q4 2024

A detailed history of Private Advisory Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Private Advisory Group LLC holds 10,124 shares of DFAU stock, worth $418,019. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,124

Holding current value

$418,019

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$39.27 - $42.38 $397,569 - $429,055	10,124 New	10,124 $409,000

Others Institutions Holding DFAU

# of Institutions

479

Shares Held

2.18B

Call Options Held

Put Options Held

400

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$81.8 Billion
4.8% of portfolio
Essential Planning, Llc. Portsmouth, NH

77.8M
Shares

$3.21 Billion
21.06% of portfolio
Sequoia Financial Advisors, LLC

4.94M
Shares

$204 Million
1.73% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$171 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$150 Million
1.81% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Private Advisory Group LLC Dimensional ETF Tr Transaction History