Sigma Planning Corp Dimensional ETF Tr Transaction History

Sigma Planning Corp

$3.07 Billion
Q4 2024

A detailed history of Sigma Planning Corp transactions in Dimensional ETF Tr stock. As of the latest transaction made, Sigma Planning Corp holds 11,097 shares of DFAU stock, worth $461,413. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,097

Holding current value

$461,413

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 03, 2025	BUY	$39.27 - $42.38 $435,779 - $470,290	11,097 New	11,097 $449,000

Others Institutions Holding DFAU

# of Institutions

441

Shares Held

2.1B

Call Options Held

Put Options Held

Elser Financial Planning, Inc Indianapolis, IN

1.98B
Shares

$82.4 Billion
4.8% of portfolio
Sequoia Financial Advisors, LLC

4.94M
Shares

$206 Million
1.73% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$173 Million
5.04% of portfolio
Modera Wealth Management, LLC

3.64M
Shares

$151 Million
1.81% of portfolio
Aquire Wealth Advisors, LLC

3.5M
Shares

$145 Million
43.58% of portfolio

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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