Elevate Wealth Advisory, Inc Dimensional ETF Tr Dimensional Put Options Transaction History

Elevate Wealth Advisory, Inc

$135 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.4M

Call Options Held

0

Put Options Held

0

Vista Wealth Management Group, LLC

2.95M
Shares

$68.1 Million
5.23% of portfolio
High Tower Advisors, LLC Chicago, IL

2.2M
Shares

$50.7 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.93M
Shares

$44.5 Million
12.28% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.63M
Shares

$37.6 Million
3.86% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$30.7 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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