Assured Partners Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Assured Partners Investment Advisors, LLC
- $449 Billion
- Q3 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 43,016 shares of DFAR stock, worth $1.01 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
43,016
Previous 39,231
9.65%
Holding current value
$1.01 Million
Previous $920 Million
11.47%
% of portfolio
0.23%
Previous 0.23%
Shares
4 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