Fonville Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Fonville Wealth Management LLC holds 21,083 shares of DFAR stock, worth $487,017. This represents 0.19% of its overall portfolio holdings.
Number of Shares
21,083
Previous 21,165
0.39%
Holding current value
$487,017
Previous $468 Million
15.57%
% of portfolio
0.19%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding DFAR
# of Institutions
218Shares Held
35.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$68.1 Million5.23% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$50.7 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$44.5 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$37.6 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$30.7 Million2.99% of portfolio