Drive Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Drive Wealth Management, LLC
- $380 Million
- Q3 2024
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 15,869 shares of DFAR stock, worth $397,201. This represents 0.11% of its overall portfolio holdings.
Number of Shares
15,869
Previous 15,869
-0.0%
Holding current value
$397,201
Previous $406,000
-0.0%
% of portfolio
0.11%
Previous 0.11%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.8 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$55 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$48.2 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$33.2 Million2.99% of portfolio