Strategic Investment Solutions, Inc. /Il Dimensional ETF Tr Transaction History
Strategic Investment Solutions, Inc. /Il
- $334 Billion
- Q3 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 197,103 shares of DFAU stock, worth $7.92 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
197,103
Previous 183,415
7.46%
Holding current value
$7.92 Million
Previous $7.02 Billion
11.51%
% of portfolio
2.34%
Previous 2.27%
Shares
7 transactions
Others Institutions Holding DFAU
# of Institutions
405Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$194 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$167 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$148 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$135 Million42.46% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio