Dynamic Advisor Solutions LLC Dimensional ETF Tr Dimensional Transaction History
Dynamic Advisor Solutions LLC
- $2.31 Billion
- Q4 2024
A detailed history of Dynamic Advisor Solutions LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 375,259 shares of DFAR stock, worth $8.83 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
375,259
Previous 362,009
3.66%
Holding current value
$8.83 Million
Previous $9.28 Million
5.92%
% of portfolio
0.38%
Previous 0.28%
Shares
9 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