Legacy Capital Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Legacy Capital Wealth Partners, LLC
- $458 Million
- Q4 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 27,539 shares of DFAR stock, worth $645,238. This represents 0.14% of its overall portfolio holdings.
Number of Shares
27,539
Previous 33,396
17.54%
Holding current value
$645,238
Previous $796,000
18.97%
% of portfolio
0.14%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
280Shares Held
45.8MCall 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