Asset Planning Corporation Dimensional ETF Tr Dimensional Transaction History
Asset Planning Corporation
- $159 Million
- Q4 2024
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Planning Corporation holds 224,038 shares of DFAR stock, worth $5.25 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
224,038
Previous 327,661
31.63%
Holding current value
$5.25 Million
Previous $8.4 Million
37.95%
% of portfolio
3.28%
Previous 5.51%
Shares
12 transactions
Others Institutions Holding DFAR
# of Institutions
222Shares Held
36MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$70.8 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$51.5 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$45.1 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38.1 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.1 Million2.99% of portfolio