Angeles Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Angeles Wealth Management, LLC
- $1.16 Billion
- Q3 2024
A detailed history of Angeles Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Angeles Wealth Management, LLC holds 208 shares of DFAR stock, worth $5,145. This represents 0.0% of its overall portfolio holdings.
Number of Shares
208
Previous 359
42.06%
Holding current value
$5,145
Previous $7,000
28.57%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
210Shares Held
35.2MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$53.1 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$47.6 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$41.5 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.8 Million2.99% of portfolio