Elwood & Goetz Wealth Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

$408 Million
Q1 2025

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 2,014,213 shares of DFAR stock, worth $46.9 Million. This represents 11.74% of its overall portfolio holdings.

Number of Shares

2,014,213

Previous 1,950,014 3.29%

Holding current value

$46.9 Million

Previous $45.4 Million 5.51%

% of portfolio

11.74%

Previous 11.11%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$22.35 - $24.52 $1.43 Million - $1.57 Million	64,199 Added 3.29%	2,014,213 $47.9 Million
Q4 2024 Feb 03, 2025	BUY	$22.72 - $25.76 $553,027 - $627,024	24,341 Added 1.26%	1,950,014 $45.4 Million
Q3 2024 Oct 23, 2024	BUY	$21.91 - $26.03 $1.03 Million - $1.23 Million	47,115 Added 2.51%	1,925,673 $49.4 Million
Q2 2024 Jul 30, 2024	BUY	$20.41 - $22.23 $2.76 Million - $3.01 Million	135,246 Added 7.76%	1,878,558 $41.5 Million
Q1 2024 Apr 22, 2024	BUY	$21.28 - $22.96 $1.77 Million - $1.91 Million	83,384 Added 5.02%	1,743,312 $39 Million
Q4 2023 Jan 18, 2024	BUY	$18.45 - $23.08 $1.57 Million - $1.96 Million	84,936 Added 5.39%	1,659,928 $37.7 Million
Q3 2023 Oct 19, 2023	BUY	$19.26 - $22.35 $863,522 - $1 Million	44,835 Added 2.93%	1,574,992 $30.7 Million
Q2 2023 Jul 28, 2023	BUY	$20.22 - $21.63 $2.24 Million - $2.4 Million	110,772 Added 7.8%	1,530,157 $32.9 Million
Q1 2023 Apr 19, 2023	BUY	$19.83 - $23.92 $27.3 Million - $32.9 Million	1,376,316 Added 3195.61%	1,419,385 $30.5 Million
Q4 2022 Jan 27, 2023	BUY	$19.45 - $22.52 $500,370 - $579,349	25,726 Added 148.34%	43,069 $910,000
Q3 2022 Oct 28, 2022	BUY	$20.34 - $25.89 $48,978 - $62,343	2,408 Added 16.12%	17,343 $357,000
Q2 2022 Aug 11, 2022	BUY	$21.92 - $28.24 $327,375 - $421,764	14,935 New	14,935 $345,000

Others Institutions Holding DFAR

# of Institutions

256

Shares Held

41.9M

Call Options Held

1.9K

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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Elwood & Goetz Wealth Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History