Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Aprio Wealth Management, LLC
- $731 Million
- Q1 2025
A detailed history of Aprio Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Aprio Wealth Management, LLC holds 551,152 shares of DFAR stock, worth $12.7 Million. This represents 1.79% of its overall portfolio holdings.
Number of Shares
551,152
Previous 372,719
47.87%
Holding current value
$12.7 Million
Previous $8.67 Million
51.04%
% of portfolio
1.79%
Previous 1.38%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
262Shares Held
43.2MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72.3 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$58.8 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$54.1 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.5 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40 Million3.75% of portfolio