Weinberger Asset Management, Inc Dimensional ETF Tr Transaction History
Weinberger Asset Management, Inc
- $239 Billion
- Q4 2024
A detailed history of Weinberger Asset Management, Inc transactions in Dimensional ETF Tr stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 222,870 shares of DFAU stock, worth $8.56 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
222,870
Previous 208,679
6.8%
Holding current value
$8.56 Million
Previous $8.28 Billion
8.95%
% of portfolio
3.77%
Previous 3.53%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
481Shares Held
2.18BCall Options Held
0Put Options Held
400-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$76.1 Billion4.8% of portfolio
-
Essential Planning, Llc. Portsmouth, NH77.8MShares$2.99 Billion21.06% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$190 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$159 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$140 Million1.81% of portfolio