Assetmark, Inc Dimensional ETF Tr Dimensional Transaction History

Assetmark, Inc

$36.2 Billion
Q1 2025

A detailed history of Assetmark, Inc transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Assetmark, Inc holds 639 shares of DFAR stock, worth $14,690. This represents 0.0% of its overall portfolio holdings.

Number of Shares

639

Holding current value

$14,690

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$22.35 - $24.52 $14,281 - $15,668	639 New	639 $15,000

Others Institutions Holding DFAR

# of Institutions

262

Shares Held

43.2M

Call Options Held

27.2K

Put Options Held

10K

Vista Wealth Management Group, LLC

3.13M
Shares

$72 Million
5.07% of portfolio
High Tower Advisors, LLC Chicago, IL

2.55M
Shares

$58.5 Million
0.08% of portfolio
Prudential Financial Inc Newark, NJ

2.34M
Shares

$53.9 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

2.01M
Shares

$46.3 Million
11.74% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.73M
Shares

$39.8 Million
3.75% of portfolio

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Account