Spectrum Investment Advisors, Inc. Dimensional ETF Tr Transaction History
Spectrum Investment Advisors, Inc.
- $150 Billion
- Q4 2024
A detailed history of Spectrum Investment Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spectrum Investment Advisors, Inc. holds 598,831 shares of DFAU stock, worth $25.1 Million. This represents 16.18% of its overall portfolio holdings.
Number of Shares
598,831
Previous 593,122
0.96%
Holding current value
$25.1 Million
Previous $23.5 Billion
3.0%
% of portfolio
16.18%
Previous 16.14%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
423Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.9 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$202 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$174 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$154 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio