Wp Wealth LLP Dimensional ETF Tr Dimensional Transaction History
Wp Wealth LLP
- $414 Billion
- Q2 2024
A detailed history of Wp Wealth LLP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Wp Wealth LLP holds 71,532 shares of DFAR stock, worth $1.79 Million. This represents 0.38% of its overall portfolio holdings.
Number of Shares
71,532
Previous 71,694
0.23%
Holding current value
$1.79 Million
Previous $1.6 Billion
1.43%
% of portfolio
0.38%
Previous 0.41%
Shares
7 transactions
Others Institutions Holding DFAR
# of Institutions
209Shares Held
35.1MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.8 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$53.8 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$48.2 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$33.2 Million2.99% of portfolio