Sigma Planning Corp Dimensional ETF Tr Dimensional Transaction History

Sigma Planning Corp

$3.07 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$21.91 - $26.03 $309,303 - $367,465	14,117 New	14,117 $361,000

Others Institutions Holding DFAR

# of Institutions

223

Shares Held

36.5M

Call Options Held

0

Put Options Held

0

Vista Wealth Management Group, LLC

3.02M
Shares

$70.8 Million
4.72% of portfolio
High Tower Advisors, LLC Chicago, IL

2.2M
Shares

$51.5 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.95M
Shares

$45.7 Million
11.11% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.63M
Shares

$38.1 Million
3.86% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$31.1 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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