Wms Partners, LLC Dimensional ETF Tr Transaction History
Wms Partners, LLC
- $1.7 Billion
- Q3 2024
A detailed history of Wms Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Wms Partners, LLC holds 221,248 shares of DFAU stock, worth $9.22 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
221,248
Previous 226,634
2.38%
Holding current value
$9.22 Million
Previous $8.5 Million
3.35%
% of portfolio
0.52%
Previous 0.56%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
424Shares Held
2.09BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.6 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.82MShares$201 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$153 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$146 Million43.58% of portfolio