Rvw Wealth, LLC Dimensional ETF Tr Transaction History
Rvw Wealth, LLC
- $1 Billion
- Q4 2024
A detailed history of Rvw Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rvw Wealth, LLC holds 1,448,756 shares of DFAU stock, worth $60.5 Million. This represents 5.85% of its overall portfolio holdings.
Number of Shares
1,448,756
Previous 1,286,851
12.58%
Holding current value
$60.5 Million
Previous $51.1 Million
14.85%
% of portfolio
5.85%
Previous 5.02%
Shares
12 transactions
Others Institutions Holding DFAU
# of Institutions
449Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.25 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$207 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$152 Million1.81% of portfolio