Smartleaf Asset Management LLC Dimensional ETF Tr Transaction History
Smartleaf Asset Management LLC
- $981 Billion
- Q4 2024
A detailed history of Smartleaf Asset Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Smartleaf Asset Management LLC holds 8,223 shares of DFAU stock, worth $315,763. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,223
Previous 7,344
11.97%
Holding current value
$315,763
Previous $290 Million
15.08%
% of portfolio
0.03%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding DFAU
# of Institutions
481Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$76.1 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.99 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$190 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$140 Million1.81% of portfolio