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

Elwood & Goetz Wealth Advisory Group, LLC

$412 Million
Q1 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAR

# of Institutions

197

Shares Held

29.7M

Call Options Held

0

Put Options Held

0

Vista Wealth Management Group, LLC

1.99M
Shares

$43.9 Million
3.51% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.81M
Shares

$39.9 Million
4.06% of portfolio
High Tower Advisors, LLC Chicago, IL

1.81M
Shares

$39.8 Million
0.07% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$29.2 Million
2.99% of portfolio
Ram Investment Partners, LLC Bellevue, WA

1.12M
Shares

$24.7 Million
7.89% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Elwood & Goetz Wealth Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elwood & Goetz Wealth Advisory Group, LLC with notifications on news.