Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Aprio Wealth Management, LLC
- $902 Million
- Q3 2025
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 143,207 shares of DFAR stock, worth $3.36 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
143,207
Previous 689,784
79.24%
Holding current value
$3.36 Million
Previous $16.2 Million
78.9%
% of portfolio
0.38%
Previous 2.0%
Shares
6 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.8MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio