Diversified Portfolios, Inc. Dimensional ETF Tr Dimensional Transaction History
Diversified Portfolios, Inc.
- $778 Million
- Q1 2025
A detailed history of Diversified Portfolios, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 40,388 shares of DFAR stock, worth $954,368. This represents 0.12% of its overall portfolio holdings.
Number of Shares
40,388
Previous 29,516
36.83%
Holding current value
$954,368
Previous $686,000
39.94%
% of portfolio
0.12%
Previous 0.08%
Shares
6 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$74 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60.2 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.4 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.6 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.9 Million3.75% of portfolio