Fidato Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Fidato Wealth LLC
- $124 Million
- Q3 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 390,901 shares of DFAR stock, worth $9.78 Million. This represents 8.05% of its overall portfolio holdings.
Number of Shares
390,901
Previous 389,815
0.28%
Holding current value
$9.78 Million
Previous $8.61 Million
16.35%
% of portfolio
8.05%
Previous 7.61%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.5MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$73.8 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$55 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$48.2 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$42 Million3.67% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$33.2 Million2.99% of portfolio