Private Trust CO Na Dimensional ETF Tr Transaction History
Private Trust CO Na
- $1.07 Billion
- Q3 2025
A detailed history of Private Trust CO Na transactions in Dimensional ETF Tr stock. As of the latest transaction made, Private Trust CO Na holds 10,882 shares of DFAU stock, worth $500,027. This represents 0.05% of its overall portfolio holdings.
Number of Shares
10,882
Previous 11,078
1.77%
Holding current value
$500,027
Previous $469,000
5.97%
% of portfolio
0.05%
Previous 0.05%
Shares
6 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
-
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