Drive Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Drive Wealth Management, LLC
- $388 Million
- Q4 2024
A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Drive Wealth Management, LLC holds 12,834 shares of DFAR stock, worth $303,780. This represents 0.08% of its overall portfolio holdings.
Number of Shares
12,834
Previous 15,869
19.13%
Holding current value
$303,780
Previous $406,000
26.6%
% of portfolio
0.08%
Previous 0.11%
Shares
11 transactions
Others Institutions Holding DFAR
# of Institutions
242Shares Held
40.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71.5 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55.3 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.2 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.8 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.4 Million2.99% of portfolio