Rfg Advisory, LLC Dimensional ETF Tr Transaction History
Rfg Advisory, LLC
- $3.42 Billion
- Q4 2024
A detailed history of Rfg Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rfg Advisory, LLC holds 99,733 shares of DFAU stock, worth $3.95 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
99,733
Previous 91,585
8.9%
Holding current value
$3.95 Million
Previous $3.64 Million
11.09%
% of portfolio
0.12%
Previous 0.11%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
479Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$78.4 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.08 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$196 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$164 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$144 Million1.81% of portfolio