Aprio Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Aprio Wealth Management, LLC
- $631 Million
- Q4 2024
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 372,719 shares of DFAR stock, worth $8.75 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
372,719
Previous 291,203
27.99%
Holding current value
$8.75 Million
Previous $7.47 Million
16.17%
% of portfolio
1.38%
Previous 1.29%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
220Shares Held
35.9MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$70.9 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$51.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$45.2 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38.2 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.2 Million2.99% of portfolio