Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History
Disciplined Investments, LLC
- $195 Million
- Q3 2024
A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Disciplined Investments, LLC holds 99,477 shares of DFAR stock, worth $2.22 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
99,477
Previous 92,146
7.96%
Holding current value
$2.22 Million
Previous $2.04 Million
25.25%
% of portfolio
1.31%
Previous 1.12%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
220Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$65.9 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$49.1 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$43 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$36.4 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$29.7 Million2.99% of portfolio