Fidato Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Fidato Wealth LLC
- $140 Million
- Q2 2025
A detailed history of Fidato Wealth LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fidato Wealth LLC holds 461,044 shares of DFAR stock, worth $11 Million. This represents 7.73% of its overall portfolio holdings.
Number of Shares
461,044
Previous 429,409
7.37%
Holding current value
$11 Million
Previous $10.2 Million
5.97%
% of portfolio
7.73%
Previous 7.81%
Shares
7 transactions
Others Institutions Holding DFAR
# of Institutions
276Shares Held
45.8MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$52.3 Million10.63% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio