Benjamin Edwards Inc Dimensional ETF Tr Dimensional Transaction History

Benjamin Edwards Inc

$6.78 Billion
Q4 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

247

Shares Held

41M

Call Options Held

1.9K

Put Options Held

0

Vista Wealth Management Group, LLC

3.02M
Shares

$73.2 Million
4.72% of portfolio
High Tower Advisors, LLC Chicago, IL

2.34M
Shares

$56.6 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.95M
Shares

$47.2 Million
11.11% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.68M
Shares

$40.7 Million
3.61% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$32.1 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
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