Global Wealth Strategies & Associates Dimensional ETF Tr Dimensional Transaction History

Global Wealth Strategies & Associates

$349 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 02, 2025	BUY	$22.72 - $25.76 $15,517 - $17,594	683 New	683 $15.9 Million

Others Institutions Holding DFAR

# of Institutions

262

Shares Held

43.3M

Call Options Held

27.2K

Put Options Held

10K

Vista Wealth Management Group, LLC

3.13M
Shares

$74.1 Million
5.07% of portfolio
High Tower Advisors, LLC Chicago, IL

2.55M
Shares

$60.2 Million
0.08% of portfolio
Prudential Financial Inc Newark, NJ

2.34M
Shares

$55.4 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

2.01M
Shares

$47.7 Million
11.74% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.73M
Shares

$41 Million
3.75% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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