Evanson Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Evanson Asset Management, LLC
- $1.38 Billion
- Q4 2024
A detailed history of Evanson Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Evanson Asset Management, LLC holds 220,894 shares of DFAR stock, worth $5.2 Million. This represents 0.37% of its overall portfolio holdings.
Number of Shares
220,894
Previous 213,496
3.47%
Holding current value
$5.2 Million
Previous $5.47 Million
6.1%
% of portfolio
0.37%
Previous 0.4%
Shares
11 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