Align Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Align Wealth Management, LLC
- $118 Billion
- Q4 2022
A detailed history of Align Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Align Wealth Management, LLC holds 14,049 shares of DFAR stock, worth $329,168. This represents 0.24% of its overall portfolio holdings.
Number of Shares
14,049Holding current value
$329,168% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.8MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
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Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
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High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
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Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio