Disciplined Investments, LLC Dimensional ETF Tr Dimensional Transaction History
Disciplined Investments, LLC
- $180 Million
- Q1 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 92,525 shares of DFAR stock, worth $2.05 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
92,525
Previous 87,917
5.24%
Holding current value
$2.05 Million
Previous $2 Million
3.5%
% of portfolio
1.15%
Previous 1.19%
Shares
8 transactions
Others Institutions Holding DFAR
# of Institutions
197Shares Held
29.7MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$44.1 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$40.1 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$40 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$38.6 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$29.4 Million2.99% of portfolio