Shore Point Advisors, LLC Dimensional ETF Tr Transaction History
Shore Point Advisors, LLC
- $179 Million
- Q4 2024
A detailed history of Shore Point Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Shore Point Advisors, LLC holds 52,871 shares of DFAU stock, worth $2.23 Million. This represents 1.19% of its overall portfolio holdings.
Number of Shares
52,871
Previous 49,253
7.35%
Holding current value
$2.23 Million
Previous $1.95 Million
9.52%
% of portfolio
1.19%
Previous 1.08%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
418Shares Held
109MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$203 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$175 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$155 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$147 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$121 Million0.71% of portfolio