Drive Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Drive Wealth Management, LLC
- $367 Million
- Q2 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 23,654 shares of DFAR stock, worth $592,532. This represents 0.14% of its overall portfolio holdings.
Number of Shares
23,654
Previous 26,833
11.85%
Holding current value
$592,532
Previous $600,000
13.0%
% of portfolio
0.14%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.9 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$53.8 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$47.1 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$35 Million0.3% of portfolio