Elwood & Goetz Wealth Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $535 Million
- Q4 2025
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 2,375,621 shares of DFAR stock, worth $55.7 Million. This represents 10.41% of its overall portfolio holdings.
Number of Shares
2,375,621
Previous 2,198,522
8.06%
Holding current value
$55.7 Million
Previous $52.4 Million
6.15%
% of portfolio
10.41%
Previous 10.63%
Shares
15 transactions
Others Institutions Holding DFAR
# of Institutions
281Shares 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
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio
-
Moisand Fitzgerald Tamayo, LLC1.36MShares$31.8 Million3.84% of portfolio