Rvw Wealth, LLC Dimensional ETF Tr Transaction History
Rvw Wealth, LLC
- $1.02 Billion
- Q3 2024
A detailed history of Rvw Wealth, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Rvw Wealth, LLC holds 1,286,851 shares of DFAU stock, worth $51.7 Million. This represents 5.02% of its overall portfolio holdings.
Number of Shares
1,286,851
Previous 1,243,147
3.52%
Holding current value
$51.7 Million
Previous $46.6 Million
9.59%
% of portfolio
5.02%
Previous 4.89%
Shares
11 transactions
Others Institutions Holding DFAU
# of Institutions
414Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$194 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$167 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$148 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$140 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio