Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Transaction History
Strategic Investment Solutions, Inc. /Il
- $299 Billion
- Q4 2024
A detailed history of Strategic Investment Solutions, Inc. /Il transactions in Dimensional ETF Tr stock. As of the latest transaction made, Strategic Investment Solutions, Inc. /Il holds 220,133 shares of DFAU stock, worth $8.09 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
220,133
Previous 197,103
11.68%
Holding current value
$8.09 Million
Previous $7.82 Billion
10.52%
% of portfolio
2.89%
Previous 2.34%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
489Shares Held
203MCall Options Held
0Put Options Held
400-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.86 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC5.63MShares$207 Million1.87% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$152 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$134 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.62MShares$133 Million45.35% of portfolio