Diversified Portfolios, Inc. Dimensional ETF Tr Dimensional Transaction History
Diversified Portfolios, Inc.
- $844 Million
- Q4 2024
A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 29,516 shares of DFAR stock, worth $693,626. This represents 0.08% of its overall portfolio holdings.
Number of Shares
29,516
Previous 26,364
11.96%
Holding current value
$693,626
Previous $675,000
1.63%
% of portfolio
0.08%
Previous 0.08%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
250Shares Held
41.2MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$54.9 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$45.8 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.5 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.2 Million2.99% of portfolio