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 $10.9 Million. This represents 7.71% of its overall portfolio holdings.
Number of Shares
467,625
Previous 543,195
13.91%
Holding current value
$10.9 Million
Previous $12.6 Million
12.06%
% of portfolio
7.71%
Previous 8.98%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
258Shares Held
41.3MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$54.5 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.9 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.2 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.9 Million2.99% of portfolio