Cfs Investment Advisory Services, LLC Dimensional ETF Tr Dimensional Transaction History
Cfs Investment Advisory Services, LLC
- $1.12 Billion
- Q4 2024
A detailed history of Cfs Investment Advisory Services, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 13,827 shares of DFAR stock, worth $323,966. This represents 0.03% of its overall portfolio holdings.
Number of Shares
13,827
Previous 13,762
0.47%
Holding current value
$323,966
Previous $353,000
8.78%
% of portfolio
0.03%
Previous 0.03%
Shares
11 transactions
Others Institutions Holding DFAR
# of Institutions
250Shares Held
41.2MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$70.8 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$54.8 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$45.7 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.4 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.1 Million2.99% of portfolio