Fidato Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Fidato Wealth LLC
- $136 Million
- Q4 2024
A detailed history of Fidato Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fidato Wealth LLC holds 417,898 shares of DFAR stock, worth $9.82 Million. This represents 7.14% of its overall portfolio holdings.
Number of Shares
417,898
Previous 390,901
6.91%
Holding current value
$9.82 Million
Previous $10 Million
2.97%
% of portfolio
7.14%
Previous 8.05%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
250Shares Held
41.2MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$71 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.34MShares$55 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.95MShares$45.8 Million11.11% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.5 Million3.61% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.2 Million2.99% of portfolio