Vsm Wealth Advisory, LLC Dimensional ETF Tr Dimensional Transaction History
Vsm Wealth Advisory, LLC
- $322 Billion
- Q3 2025
A detailed history of Vsm Wealth Advisory, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Vsm Wealth Advisory, LLC holds 451 shares of DFAR stock, worth $10,566. This represents 0.0% of its overall portfolio holdings.
Number of Shares
451
Previous 451
-0.0%
Holding current value
$10,566
Previous $10.6 Million
1.66%
% of portfolio
0.0%
Previous 0.0%
Shares
2 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