Vsm Wealth Advisory, LLC Dimensional ETF Tr Transaction History
Vsm Wealth Advisory, LLC
- $322 Billion
- Q3 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 211,772 shares of DFAU stock, worth $9.73 Million. This represents 3.01% of its overall portfolio holdings.
Number of Shares
211,772
Previous 113,405
86.74%
Holding current value
$9.73 Million
Previous $7.6 Billion
27.5%
% of portfolio
3.01%
Previous 2.51%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% 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