Elwood & Goetz Wealth Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $402 Million
- Q3 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 1,925,673 shares of DFAR stock, worth $47.4 Million. This represents 12.28% of its overall portfolio holdings.
Number of Shares
1,925,673
Previous 1,878,558
2.51%
Holding current value
$47.4 Million
Previous $41.5 Million
18.93%
% of portfolio
12.28%
Previous 11.83%
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$72.6 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$54.1 Million0.08% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$41.3 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32.7 Million2.99% of portfolio
-
Savant Capital, LLC1.26MShares$31.1 Million0.28% of portfolio