Wealthspan Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Wealthspan Partners, LLC
- $204 Million
- Q4 2024
A detailed history of Wealthspan Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wealthspan Partners, LLC holds 12,542 shares of DFAR stock, worth $293,984. This represents 0.14% of its overall portfolio holdings.
Number of Shares
12,542
Previous 11,814
6.16%
Holding current value
$293,984
Previous $302,000
3.64%
% of portfolio
0.14%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
223Shares Held
36.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$70.8 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$51.5 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$45.7 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38.1 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.1 Million2.99% of portfolio