Benjamin Edwards Inc Dimensional ETF Tr Dimensional Transaction History

Benjamin Edwards Inc

$6.71 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 27, 2023	SELL	$19.83 - $23.92 $80,232 - $96,780	-4,046 Reduced 99.31%	28 $1,000
Q4 2022 Feb 07, 2023	BUY	$19.45 - $22.52 $79,239 - $91,746	4,074 New	4,074 $86,000

Others Institutions Holding DFAR

# of Institutions

218

Shares Held

35.6M

Call Options Held

0

Put Options Held

0

Vista Wealth Management Group, LLC

2.95M
Shares

$69.9 Million
5.23% of portfolio
High Tower Advisors, LLC Chicago, IL

2.2M
Shares

$52.1 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.93M
Shares

$45.7 Million
12.28% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.63M
Shares

$38.6 Million
3.86% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$31.5 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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