Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Aprio Wealth Management, LLC
- $808 Million
- Q2 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 689,784 shares of DFAR stock, worth $16 Million. This represents 2.0% of its overall portfolio holdings.
Number of Shares
689,784
Previous 551,152
25.15%
Holding current value
$16 Million
Previous $13.1 Million
23.53%
% of portfolio
2.0%
Previous 1.79%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
44.1MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$72.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$57.7 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.6 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$48 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$41.4 Million3.53% of portfolio