Householder Group Estate & Retirement Specialist, LLC Dimensional ETF Tr Dimensional Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 18, 2024	BUY	$21.91 - $26.03 $284 - $338	13 New	13 $0
Q3 2023 Oct 10, 2023	BUY	$19.26 - $22.35 $250 - $290	13 New	13 $0

Others Institutions Holding DFAR

# of Institutions

242

Shares Held

40.4M

Call Options Held

Put Options Held

Vista Wealth Management Group, LLC

3.02M
Shares

$71.5 Million
4.72% of portfolio
High Tower Advisors, LLC Chicago, IL

2.34M
Shares

$55.3 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.95M
Shares

$46.2 Million
11.11% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.68M
Shares

$39.8 Million
3.61% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$31.4 Million
2.99% of portfolio

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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