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 $10.4 Million. This represents 5.22% of its overall portfolio holdings.
Number of Shares
249,371
Previous 239,921
3.94%
Holding current value
$10.4 Million
Previous $8.59 Billion
8.85%
% of portfolio
5.22%
Previous 4.99%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
449Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.8 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.25 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$207 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$152 Million1.81% of portfolio