Litman Gregory Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 26, 2023	BUY	$19.83 - $23.92 $6.97 Million - $8.41 Million	351,695 New	351,695 $7.56 Million

Others Institutions Holding DFAR

# of Institutions

226

Shares Held

36.5M

Call Options Held

0

Put Options Held

0

Vista Wealth Management Group, LLC

3.02M
Shares

$70.6 Million
4.72% of portfolio
High Tower Advisors, LLC Chicago, IL

2.2M
Shares

$51.3 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.95M
Shares

$45.6 Million
11.11% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.63M
Shares

$38 Million
3.86% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$31 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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