Brown Financial Advisory Dimensional ETF Tr Dimensional Transaction History
Brown Financial Advisory
- $171 Million
- Q3 2025
A detailed history of Brown Financial Advisory transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Brown Financial Advisory holds 145,517 shares of DFAR stock, worth $3.41 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
145,517
Previous 166,368
12.53%
Holding current value
$3.41 Million
Previous $3.9 Million
11.07%
% of portfolio
2.03%
Previous 2.41%
Shares
11 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