Allworth Financial LP Dimensional ETF Tr Dimensional Transaction History
Allworth Financial LP
- $20.2 Billion
- Q2 2025
A detailed history of Allworth Financial LP transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Allworth Financial LP holds 65,977 shares of DFAR stock, worth $1.59 Million. This represents 0.01% of its overall portfolio holdings.
Number of Shares
65,977
Previous 69,515
5.09%
Holding current value
$1.59 Million
Previous $1.65 Million
6.36%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
44MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$75.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$60 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$51.6 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.9 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$43.1 Million3.53% of portfolio