Asset Dedication, LLC Dimensional ETF Tr Dimensional Transaction History
Asset Dedication, LLC
- $1.46 Billion
- Q3 2024
A detailed history of Asset Dedication, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Dedication, LLC holds 133 shares of DFAR stock, worth $3,290. This represents 0.0% of its overall portfolio holdings.
Number of Shares
133
Previous 133
-0.0%
Holding current value
$3,290
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding DFAR
# of Institutions
210Shares Held
35.2MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$53.1 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$47.6 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$41.5 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.8 Million2.99% of portfolio