Ae Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Ae Wealth Management LLC
- $9.03 Billion
- Q2 2024
A detailed history of Ae Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ae Wealth Management LLC holds 124,693 shares of DFAR stock, worth $3.2 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
124,693
Previous 115,099
8.34%
Holding current value
$3.2 Million
Previous $2.57 Million
7.03%
% of portfolio
0.03%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$75.8 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$55.2 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$48.3 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$43.1 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$35.9 Million0.3% of portfolio