Brown Financial Advisory Dimensional ETF Tr Dimensional Transaction History
Brown Financial Advisory
- $130 Million
- Q2 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 591,991 shares of DFAR stock, worth $14.8 Million. This represents 10.06% of its overall portfolio holdings.
Number of Shares
591,991
Previous 647,295
8.54%
Holding current value
$14.8 Million
Previous $14.5 Million
9.64%
% of portfolio
10.06%
Previous 11.25%
Shares
6 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.9 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$53.8 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47.1 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$35 Million0.3% of portfolio