Assured Partners Investment Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Assured Partners Investment Advisors, LLC
- $449 Billion
- Q3 2025
A detailed history of Assured Partners Investment Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Assured Partners Investment Advisors, LLC holds 43,016 shares of DFAR stock, worth $1 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
43,016
Previous 39,231
9.65%
Holding current value
$1 Million
Previous $920 Million
11.47%
% of portfolio
0.23%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
45.9MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$72.9 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.2 Million10.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$49.8 Million0.07% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$41.6 Million3.53% of portfolio