Bridgeworth, LLC Dimensional ETF Tr Dimensional Transaction History
Bridgeworth, LLC
- $1.01 Billion
- Q4 2023
A detailed history of Bridgeworth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bridgeworth, LLC holds 1,327,345 shares of DFAR stock, worth $29.3 Million. This represents 2.99% of its overall portfolio holdings.
Number of Shares
1,327,345
Previous 1,300,307
2.08%
Holding current value
$29.3 Million
Previous $25.4 Million
18.92%
% of portfolio
2.99%
Previous 2.81%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
197Shares Held
29.7MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$44 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$40 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$40 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$38.5 Million9.47% of portfolio
-
Ram Investment Partners, LLC Bellevue, WA1.12MShares$24.8 Million7.89% of portfolio