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 $9.27 Million. This represents 3.77% of its overall portfolio holdings.
Number of Shares
222,870
Previous 208,679
6.8%
Holding current value
$9.27 Million
Previous $8.28 Billion
8.95%
% of portfolio
3.77%
Previous 3.53%
Shares
9 transactions
Others Institutions Holding DFAU
# of Institutions
441Shares Held
2.1BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.4 Billion4.8% 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$151 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio