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 $324,672. This represents 0.24% of its overall portfolio holdings.
Number of Shares
14,049Holding current value
$324,672% of portfolio
0.24%Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
272Shares Held
43.1MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72.4 Million5.07% of portfolio
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High Tower Advisors, LLC Chicago, IL2.55MShares$58.8 Million0.08% of portfolio
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Prudential Financial Inc Newark, NJ2.34MShares$54.1 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$47.9 Million10.62% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40 Million3.75% of portfolio