Stewardship Advisors, LLC Dimensional ETF Tr Transaction History
Stewardship Advisors, LLC
- $347 Million
- Q1 2025
A detailed history of Stewardship Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Stewardship Advisors, LLC holds 19,393 shares of DFAU stock, worth $700,863. This represents 0.21% of its overall portfolio holdings.
Number of Shares
19,393
Previous 16,188
19.8%
Holding current value
$700,863
Previous $655,000
13.74%
% of portfolio
0.21%
Previous 0.19%
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