Drive Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Drive Wealth Management, LLC
- $413 Million
- Q1 2025
A detailed history of Drive Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Drive Wealth Management, LLC holds 12,450 shares of DFAR stock, worth $294,193. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,450
Previous 12,834
2.99%
Holding current value
$294,193
Previous $298,000
1.01%
% of portfolio
0.07%
Previous 0.08%
Shares
12 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