Mbl Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Mbl Wealth, LLC

$1.02 Billion
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	SELL	$19.45 - $22.52 $246,723 - $285,666	-12,685 Reduced 39.75%	19,230 $407,000
Q3 2022 Jan 12, 2023	BUY	$20.34 - $25.89 $649,151 - $826,279	31,915 New	31,915 $656,000

Others Institutions Holding DFAR

# of Institutions

278

Shares Held

45.9M

Call Options Held

9.6K

Put Options Held

0

Vista Wealth Management Group, LLC

3.13M
Shares

$72.9 Million
5.07% of portfolio
Prudential Financial Inc Newark, NJ

2.49M
Shares

$58 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

2.2M
Shares

$51.2 Million
10.63% of portfolio
High Tower Advisors, LLC Chicago, IL

2.14M
Shares

$49.8 Million
0.07% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.79M
Shares

$41.6 Million
3.53% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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