Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History
Disciplined Investments, LLC
- $239 Million
- Q3 2025
A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Disciplined Investments, LLC holds 138,179 shares of DFAR stock, worth $3.24 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
138,179
Previous 130,756
5.68%
Holding current value
$3.24 Million
Previous $3.07 Million
7.43%
% of portfolio
1.38%
Previous 1.36%
Shares
14 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.9MCall 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