Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Aprio Wealth Management, LLC
- $577 Million
- Q3 2024
A detailed history of Aprio Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 291,203 shares of DFAR stock, worth $6.73 Million. This represents 1.29% of its overall portfolio holdings.
Number of Shares
291,203
Previous 160,211
81.76%
Holding current value
$6.73 Million
Previous $3.54 Million
110.9%
% of portfolio
1.29%
Previous 0.69%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$68.1 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$50.7 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$44.5 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$37.6 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.7 Million2.99% of portfolio