Steward Partners Investment Advisory, LLC Dimensional ETF Tr Transaction History
Steward Partners Investment Advisory, LLC
- $11 Billion
- Q4 2024
A detailed history of Steward Partners Investment Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 431 shares of DFAU stock, worth $15,576. This represents 0.0% of its overall portfolio holdings.
Number of Shares
431
Previous 431
-0.0%
Holding current value
$15,576
Previous $17,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
487Shares Held
202MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.81 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$179 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$150 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$132 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$131 Million45.35% of portfolio