Carlson Capital Management Dimensional ETF Tr Dimensional Transaction History
Carlson Capital Management
- $1.26 Billion
- Q2 2024
A detailed history of Carlson Capital Management transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Carlson Capital Management holds 187,263 shares of DFAR stock, worth $4.71 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
187,263
Previous 196,995
4.94%
Holding current value
$4.71 Million
Previous $4.41 Million
6.08%
% of portfolio
0.33%
Previous 0.35%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$74.2 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$54 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47.3 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42.2 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$35.1 Million0.3% of portfolio