Captrust Financial Advisors Dimensional ETF Tr Dimensional Transaction History

Captrust Financial Advisors

$33 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	BUY	$21.92 - $28.24 $1,205 - $1,553	55 New	55 $1,000

Others Institutions Holding DFAR

# of Institutions

219

Shares Held

35.6M

Call Options Held

0

Put Options Held

0

Vista Wealth Management Group, LLC

2.95M
Shares

$69.9 Million
5.23% of portfolio
High Tower Advisors, LLC Chicago, IL

2.2M
Shares

$52.1 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.93M
Shares

$45.7 Million
12.28% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.63M
Shares

$38.6 Million
3.86% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$31.5 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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