Sowell Financial Services LLC Dimensional ETF Tr Dimensional Transaction History
Sowell Financial Services LLC
- $2.46 Billion
- Q3 2025
A detailed history of Sowell Financial Services LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Sowell Financial Services LLC holds 42,813 shares of DFAR stock, worth $1 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
42,813
Previous 37,967
12.76%
Holding current value
$1 Million
Previous $890,000
14.72%
% of portfolio
0.04%
Previous 0.04%
Shares
13 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