True Wealth Design, LLC Dimensional ETF Tr Transaction History
True Wealth Design, LLC
- $341 Billion
- Q4 2025
A detailed history of True Wealth Design, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, True Wealth Design, LLC holds 4,600 shares of DFAU stock, worth $211,370. This represents 0.06% of its overall portfolio holdings.
Number of Shares
4,600
Previous 4,600
-0.0%
Holding current value
$211,370
Previous $210 Million
2.27%
% of portfolio
0.06%
Previous 0.06%
Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
549Shares 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