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 $45.2 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
$45.2 Million
Previous $41.5 Million
18.93%
% of portfolio
12.28%
Previous 11.83%
Shares
10 transactions
Others Institutions Holding DFAR
# of Institutions
220Shares Held
35.9MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$70.9 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$51.6 Million0.08% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38.2 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.2 Million2.99% of portfolio
-
Ram Investment Partners, LLC Bellevue, WA1.2MShares$28.3 Million6.88% of portfolio