Walden Wealth Partners LLC Dimensional ETF Tr Transaction History
Walden Wealth Partners LLC
- $179 Billion
- Q2 2024
A detailed history of Walden Wealth Partners LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Walden Wealth Partners LLC holds 249,371 shares of DFAU stock, worth $10 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
249,371
Previous 239,921
3.94%
Holding current value
$10 Million
Previous $8.59 Billion
8.85%
% of portfolio
5.22%
Previous 4.99%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
414Shares Held
108MCall 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, LLC3.5MShares$140 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$116 Million0.71% of portfolio