Fonville Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Fonville Wealth Management LLC
- $444 Billion
- Q3 2025
A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fonville Wealth Management LLC holds 20,313 shares of DFAR stock, worth $475,933. This represents 0.11% of its overall portfolio holdings.
Number of Shares
20,313
Previous 20,359
0.23%
Holding current value
$475,933
Previous $478 Million
1.43%
% of portfolio
0.11%
Previous 0.12%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
46MCall 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
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio