Fonville Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Fonville Wealth Management LLC
- $489 Billion
- Q4 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 19,545 shares of DFAR stock, worth $457,939. This represents 0.09% of its overall portfolio holdings.
Number of Shares
19,545
Previous 20,313
3.78%
Holding current value
$457,939
Previous $484 Million
7.61%
% of portfolio
0.09%
Previous 0.11%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
280Shares 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
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.38MShares$55.7 Million10.41% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio