Steward Financial Group LLC Dimensional ETF Tr Transaction History
Steward Financial Group LLC
- $315 Million
- Q3 2023
A detailed history of Steward Financial Group LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Steward Financial Group LLC holds 5,845 shares of DFAU stock, worth $268,577. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,845
Previous 5,845
-0.0%
Holding current value
$268,577
Previous $181,000
3.31%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
548Shares Held
150MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.51MShares$207 Million17.66% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio