Elwood & Goetz Wealth Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $408 Million
- Q4 2024
A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 1,950,014 shares of DFAR stock, worth $46.8 Million. This represents 11.11% of its overall portfolio holdings.
Number of Shares
1,950,014
Previous 1,925,673
1.26%
Holding current value
$46.8 Million
Previous $49.4 Million
8.1%
% of portfolio
11.11%
Previous 12.28%
Shares
11 transactions
Others Institutions Holding DFAR
# of Institutions
250Shares Held
41.2MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$72.6 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$56.2 Million0.08% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$40.4 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.9 Million2.99% of portfolio
-
Ram Investment Partners, LLC Bellevue, WA1.2MShares$28.9 Million6.88% of portfolio