Satovsky Asset Management LLC Dimensional ETF Tr Dimensional Transaction History
Satovsky Asset Management LLC
- $500 Million
- Q3 2025
A detailed history of Satovsky Asset Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Satovsky Asset Management LLC holds 413,093 shares of DFAR stock, worth $9.68 Million. This represents 1.97% of its overall portfolio holdings.
Number of Shares
413,093
Previous 398,941
3.55%
Holding current value
$9.68 Million
Previous $9.36 Million
5.27%
% of portfolio
1.97%
Previous 2.0%
Shares
14 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares 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, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio