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 $2.73 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
115,991
Previous 99,706
16.33%
Holding current value
$2.73 Million
Previous $2.32 Million
17.5%
% of portfolio
1.3%
Previous 1.17%
Shares
12 transactions
Others Institutions Holding DFAR
# of Institutions
249Shares Held
41.1MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$45.8 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.5 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.2 Million2.99% of portfolio