Brown Financial Advisory Dimensional ETF Tr Dimensional Transaction History
Brown Financial Advisory
- $129 Million
- Q1 2024
A detailed history of Brown Financial Advisory transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Brown Financial Advisory holds 647,295 shares of DFAR stock, worth $14.4 Million. This represents 11.25% of its overall portfolio holdings.
Number of Shares
647,295
Previous 675,000
4.1%
Holding current value
$14.4 Million
Previous $15.3 Million
5.67%
% of portfolio
11.25%
Previous 12.5%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
196Shares Held
29.9MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$44.5 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$40.4 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$40.4 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$38.9 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$29.6 Million2.99% of portfolio