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

Elwood & Goetz Wealth Advisory Group, LLC

$408 Million
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding DFAR

# of Institutions

263

Shares Held

43.3M

Call Options Held

27.2K

Put Options Held

10K

Vista Wealth Management Group, LLC

3.13M
Shares

$73.8 Million
5.07% of portfolio
High Tower Advisors, LLC Chicago, IL

2.55M
Shares

$60 Million
0.08% of portfolio
Prudential Financial Inc Newark, NJ

2.34M
Shares

$55.2 Million
0.08% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.73M
Shares

$40.8 Million
3.75% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$31.3 Million
2.99% 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.