Brown Financial Advisory Dimensional ETF Tr Dimensional Transaction History
Brown Financial Advisory
- $144 Million
- Q1 2025
A detailed history of Brown Financial Advisory transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Brown Financial Advisory holds 467,625 shares of DFAR stock, worth $10.8 Million. This represents 7.71% of its overall portfolio holdings.
Number of Shares
467,625
Previous 543,195
13.91%
Holding current value
$10.8 Million
Previous $12.6 Million
12.06%
% of portfolio
7.71%
Previous 8.98%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
262Shares Held
43.2MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72.3 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$58.8 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$54.1 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.5 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40 Million3.75% of portfolio