Drive Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Drive Wealth Management, LLC
- $440 Million
- Q2 2025
Shares
12 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
44MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$75.4 Million5.07% of portfolio
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Prudential Financial Inc Newark, NJ2.49MShares$60 Million0.08% of portfolio
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High Tower Advisors, LLC Chicago, IL2.14MShares$51.6 Million0.07% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.9 Million10.62% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$43.1 Million3.53% of portfolio