Chicago Partners Investment Group LLC Dimensional ETF Tr Dimensional Transaction History
Chicago Partners Investment Group LLC
- $2.81 Billion
- Q4 2024
A detailed history of Chicago Partners Investment Group LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 193,519 shares of DFAR stock, worth $4.56 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
193,519
Previous 187,972
2.95%
Holding current value
$4.56 Million
Previous $4.82 Million
6.56%
% of portfolio
0.16%
Previous 0.17%
Shares
12 transactions
Others Institutions Holding DFAR
# of Institutions
219Shares Held
35.6MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$69.4 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$51.7 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$45.3 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38.3 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.2 Million2.99% of portfolio