Spring Vest Wealth Management LLC Dimensional ETF Tr Transaction History
Spring Vest Wealth Management LLC
- $117 Billion
- Q4 2024
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 96,055 shares of DFAU stock, worth $3.67 Million. This represents 3.33% of its overall portfolio holdings.
Number of Shares
96,055Holding current value
$3.67 Million% of portfolio
3.33%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
481Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$75.7 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.97 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$189 Million1.73% of portfolio
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Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
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Modera Wealth Management, LLC3.64MShares$139 Million1.81% of portfolio