Aspire Wealth Management Corp Dimensional ETF Tr Dimensional Transaction History

Aspire Wealth Management Corp

$174 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	SELL	$19.83 - $23.92 $4,620 - $5,573	-233 Reduced 60.99%	149 $3,000
Q4 2022 Feb 06, 2023	BUY	$19.45 - $22.52 $7,429 - $8,602	382 New	382 $8,000

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.4M

Call Options Held

0

Put Options Held

0

Vista Wealth Management Group, LLC

2.95M
Shares

$70.8 Million
5.23% of portfolio
High Tower Advisors, LLC Chicago, IL

2.2M
Shares

$52.7 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.93M
Shares

$46.2 Million
12.28% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.63M
Shares

$39.1 Million
3.86% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$31.9 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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