Spring Vest Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Spring Vest Wealth Management LLC
- $136 Billion
- Q3 2025
A detailed history of Spring Vest Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Spring Vest Wealth Management LLC holds 26,803 shares of DFAR stock, worth $627,994. This represents 0.47% of its overall portfolio holdings.
Number of Shares
26,803
Previous 20,392
31.44%
Holding current value
$627,994
Previous $478 Million
33.62%
% of portfolio
0.47%
Previous 0.39%
Shares
4 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