Asset Planning Corporation Dimensional ETF Tr Dimensional Transaction History
Asset Planning Corporation
- $159 Million
- Q4 2024
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Planning Corporation holds 224,038 shares of DFAR stock, worth $5.35 Million. This represents 3.28% of its overall portfolio holdings.
Number of Shares
224,038
Previous 327,661
31.63%
Holding current value
$5.35 Million
Previous $8.4 Million
37.95%
% of portfolio
3.28%
Previous 5.51%
Shares
12 transactions
Others Institutions Holding DFAR
# of Institutions
246Shares Held
40.9MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$72.2 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55.8 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$46.6 Million11.11% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40.1 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.7 Million2.99% of portfolio