Fonville Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Fonville Wealth Management LLC
- $303 Billion
- Q4 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 20,654 shares of DFAR stock, worth $484,129. This represents 0.16% of its overall portfolio holdings.
Number of Shares
20,654
Previous 21,083
2.03%
Holding current value
$484,129
Previous $541 Million
11.09%
% of portfolio
0.16%
Previous 0.19%
Shares
5 transactions
Others Institutions Holding DFAR
# of Institutions
222Shares Held
36MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.02MShares$70.8 Million4.72% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.2MShares$51.5 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.93MShares$45.1 Million12.28% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.63MShares$38.1 Million3.86% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$31.1 Million2.99% of portfolio