Mission Wealth Management, LP Dimensional ETF Tr Dimensional Call Options Transaction History

Mission Wealth Management, LP

$4.24 Billion
Q4 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAR

# of Institutions

242

Shares Held

40.4M

Call Options Held

0

Put Options Held

0

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

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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