Shearwater Capital LLC Dimensional ETF Tr Transaction History
Shearwater Capital LLC
- $144 Million
- Q3 2024
A detailed history of Shearwater Capital LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shearwater Capital LLC holds 9,566 shares of DFAU stock, worth $396,606. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,566
Previous 9,566
-0.0%
Holding current value
$396,606
Previous $358,000
5.87%
% of portfolio
0.26%
Previous 0.26%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$200 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$172 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$119 Million0.71% of portfolio