Fidato Wealth LLC Dimensional ETF Tr Dimensional Transaction History
Fidato Wealth LLC
- $131 Million
- Q1 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 429,409 shares of DFAR stock, worth $9.87 Million. This represents 7.81% of its overall portfolio holdings.
Number of Shares
429,409
Previous 417,898
2.75%
Holding current value
$9.87 Million
Previous $9.72 Million
4.97%
% of portfolio
7.81%
Previous 7.14%
Shares
6 transactions
Others Institutions Holding DFAR
# of Institutions
262Shares Held
43.2MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$58.5 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$53.9 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.3 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$39.8 Million3.75% of portfolio