Diversify Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Diversify Wealth Management, LLC
- $1.35 Trillion
- Q1 2025
A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 278,425 shares of DFAR stock, worth $6.49 Million. This represents 0.48% of its overall portfolio holdings.
Number of Shares
278,425
Previous 324,288
14.14%
Holding current value
$6.49 Million
Previous $7.25 Billion
11.07%
% of portfolio
0.48%
Previous 0.56%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
258Shares Held
41.3MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$54.5 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.9 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.2 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.9 Million2.99% of portfolio