Angeles Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Angeles Wealth Management, LLC
- $1.06 Billion
- Q2 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 359 shares of DFAR stock, worth $8,978. This represents 0.0% of its overall portfolio holdings.
Number of Shares
359
Previous 1,463
75.46%
Holding current value
$8,978
Previous $32,000
78.13%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.8 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$53.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$34.9 Million0.3% of portfolio