Asset Planning Corporation Dimensional ETF Tr Dimensional Transaction History
Asset Planning Corporation
- $187 Million
- Q2 2025
A detailed history of Asset Planning Corporation transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Asset Planning Corporation holds 216,916 shares of DFAR stock, worth $5.1 Million. This represents 2.71% of its overall portfolio holdings.
Number of Shares
216,916
Previous 216,847
0.03%
Holding current value
$5.1 Million
Previous $5.15 Million
1.28%
% of portfolio
2.71%
Previous 3.06%
Shares
14 transactions
Others Institutions Holding DFAR
# of Institutions
267Shares Held
43.6MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$73.6 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$59.8 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$48.7 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.7 Million3.75% of portfolio