Evanson Asset Management, LLC Dimensional ETF Tr Dimensional Transaction History
Evanson Asset Management, LLC
- $1.33 Billion
- Q1 2025
A detailed history of Evanson Asset Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Evanson Asset Management, LLC holds 151,142 shares of DFAR stock, worth $3.52 Million. This represents 0.27% of its overall portfolio holdings.
Number of Shares
151,142
Previous 220,894
31.58%
Holding current value
$3.52 Million
Previous $5.14 Million
30.12%
% of portfolio
0.27%
Previous 0.37%
Shares
12 transactions
Others Institutions Holding DFAR
# of Institutions
258Shares Held
41.3MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$54.5 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.9 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.2 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.9 Million2.99% of portfolio