Elwood & Goetz Wealth Advisory Group, LLC Dimensional ETF Tr Dimensional Transaction History
Elwood & Goetz Wealth Advisory Group, LLC
- $458 Million
- Q2 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 2,073,367 shares of DFAR stock, worth $49.9 Million. This represents 10.62% of its overall portfolio holdings.
Number of Shares
2,073,367
Previous 2,014,213
2.94%
Holding current value
$49.9 Million
Previous $47.9 Million
1.6%
% of portfolio
10.62%
Previous 11.74%
Shares
13 transactions
Others Institutions Holding DFAR
# of Institutions
267Shares Held
43.8MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$75.4 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$61.3 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$56.4 Million0.08% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$41.7 Million3.75% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$32 Million2.99% of portfolio