Spectrum Investment Advisors, Inc. Dimensional ETF Tr Transaction History
Spectrum Investment Advisors, Inc.
- $146 Billion
- Q3 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 593,122 shares of DFAU stock, worth $24.3 Million. This represents 16.14% of its overall portfolio holdings.
Number of Shares
593,122
Previous 587,125
1.02%
Holding current value
$24.3 Million
Previous $22 Billion
6.95%
% of portfolio
16.14%
Previous 16.11%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
108MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$198 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$170 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$151 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$143 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$118 Million0.71% of portfolio