Peninsula Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Peninsula Wealth, LLC

$558 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 14, 2023	BUY	$20.22 - $21.63 $189,805 - $203,040	9,387 New	9,387 $202,000

Others Institutions Holding DFAR

# of Institutions

219

Shares Held

35.6M

Call Options Held

0

Put Options Held

0

Vista Wealth Management Group, LLC

2.95M
Shares

$69.4 Million
5.23% of portfolio
High Tower Advisors, LLC Chicago, IL

2.2M
Shares

$51.7 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.93M
Shares

$45.3 Million
12.28% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.63M
Shares

$38.3 Million
3.86% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$31.2 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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