Washington Trust Advisors, Inc. Dimensional ETF Tr Transaction History
Washington Trust Advisors, Inc.
- $1.15 Billion
- Q4 2024
A detailed history of Washington Trust Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Washington Trust Advisors, Inc. holds 28,727 shares of DFAU stock, worth $1.2 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
28,727
Previous 28,727
-0.0%
Holding current value
$1.2 Million
Previous $1.14 Million
2.02%
% of portfolio
0.1%
Previous 0.1%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
458Shares Held
2.18BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.5 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$3.24 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$206 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