Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History
Disciplined Investments, LLC
- $210 Million
- Q1 2025
A detailed history of Disciplined Investments, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Disciplined Investments, LLC holds 115,991 shares of DFAR stock, worth $2.67 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
115,991
Previous 99,706
16.33%
Holding current value
$2.67 Million
Previous $2.32 Million
17.5%
% of portfolio
1.3%
Previous 1.17%
Shares
12 transactions
Others Institutions Holding DFAR
# of Institutions
262Shares Held
43.2MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$58.5 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$53.9 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.3 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$39.8 Million3.75% of portfolio