Belpointe Asset Management LLC Dimensional ETF Tr Dimensional Transaction History

Belpointe Asset Management LLC

$1.69 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 02, 2024	BUY	$20.41 - $22.23 $244 - $266	12 New	12 $0
Q4 2022 Feb 08, 2023	BUY	$19.45 - $22.52 $1,400 - $1,621	72 New	72 $1,000

Others Institutions Holding DFAR

# of Institutions

263

Shares Held

43.3M

Call Options Held

27.2K

Put Options Held

10K

Vista Wealth Management Group, LLC

3.13M
Shares

$74 Million
5.07% of portfolio
High Tower Advisors, LLC Chicago, IL

2.55M
Shares

$60.2 Million
0.08% of portfolio
Prudential Financial Inc Newark, NJ

2.34M
Shares

$55.4 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

2.01M
Shares

$47.6 Million
11.74% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.73M
Shares

$40.9 Million
3.75% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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