Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History
Disciplined Investments, LLC
- $195 Million
- Q3 2024
A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Disciplined Investments, LLC holds 99,477 shares of DFAR stock, worth $2.46 Million. This represents 1.31% of its overall portfolio holdings.
Number of Shares
99,477
Previous 92,146
7.96%
Holding current value
$2.46 Million
Previous $2.04 Million
25.25%
% of portfolio
1.31%
Previous 1.12%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
210Shares Held
35.2MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$53.1 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$47.6 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$41.5 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.8 Million2.99% of portfolio