Bogart Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Bogart Wealth, LLC
- $2.1 Billion
- Q3 2024
A detailed history of Bogart Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bogart Wealth, LLC holds 1,697 shares of DFAR stock, worth $41,678. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,697
Previous 1,697
-0.0%
Holding current value
$41,678
Previous $37,000
16.22%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$72.4 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$53.9 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$47.3 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$41.2 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.6 Million2.99% of portfolio