Bridgeworth, LLC Dimensional ETF Tr Dimensional Transaction History
Bridgeworth, LLC
- $1.01 Billion
- Q4 2023
A detailed history of Bridgeworth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bridgeworth, LLC holds 1,327,345 shares of DFAR stock, worth $29.9 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
1,327,345
Previous 1,300,307
2.08%
Holding current value
$29.9 Million
Previous $25.4 Million
18.92%
% of portfolio
2.99%
Previous 2.81%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
252Shares Held
41.1MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$68 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$52.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$43.9 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$37.8 Million3.61% of portfolio
-
Ram Investment Partners, LLC Bellevue, WA1.2MShares$27.1 Million6.88% of portfolio