United Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
United Wealth Management, LLC
- $367 Billion
- Q3 2025
A detailed history of United Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, United Wealth Management, LLC holds 496,897 shares of DFAR stock, worth $11.6 Million. This represents 3.22% of its overall portfolio holdings.
Number of Shares
496,897
Previous 484,195
2.62%
Holding current value
$11.6 Million
Previous $11.4 Billion
4.33%
% of portfolio
3.22%
Previous 3.3%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
46MCall 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