Squire Investment Management Company, LLC Dimensional ETF Tr Transaction History
Squire Investment Management Company, LLC
- $227 Billion
- Q4 2024
A detailed history of Squire Investment Management Company, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Squire Investment Management Company, LLC holds 17,970 shares of DFAU stock, worth $686,993. This represents 0.32% of its overall portfolio holdings.
Number of Shares
17,970
Previous 8,680
107.03%
Holding current value
$686,993
Previous $345 Million
111.21%
% of portfolio
0.32%
Previous 0.16%
Shares
5 transactions
Others Institutions Holding DFAU
# of Institutions
483Shares 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
-
Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$139 Million1.81% of portfolio