Wealth Dimensions Group, Ltd. Dimensional ETF Tr Dimensional Transaction History
Wealth Dimensions Group, Ltd.
- $408 Million
- Q4 2024
A detailed history of Wealth Dimensions Group, Ltd. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealth Dimensions Group, Ltd. holds 427,151 shares of DFAR stock, worth $10.3 Million. This represents 2.44% of its overall portfolio holdings.
Number of Shares
427,151
Previous 395,535
7.99%
Holding current value
$10.3 Million
Previous $10.1 Million
1.99%
% of portfolio
2.44%
Previous 2.57%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
246Shares Held
40.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$73.1 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$56.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$47.2 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40.7 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.1 Million2.99% of portfolio