Diversify Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 2024
A detailed history of Diversify Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 324,288 shares of DFAR stock, worth $7.6 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
324,288
Previous 329,062
1.45%
Holding current value
$7.6 Million
Previous $8.38 Billion
13.56%
% of portfolio
0.56%
Previous 0.81%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
222Shares Held
36MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$70.8 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$51.5 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$45.1 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38.1 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.1 Million2.99% of portfolio