Fonville Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Fonville Wealth Management LLC
- $252 Billion
- Q2 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 21,165 shares of DFAR stock, worth $549,020. This represents 0.19% of its overall portfolio holdings.
Number of Shares
21,165
Previous 21,921
3.45%
Holding current value
$549,020
Previous $490 Million
4.62%
% of portfolio
0.19%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding DFAR
# of Institutions
200Shares Held
34.4MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC2.95MShares$76.5 Million4.94% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.15MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.88MShares$48.7 Million11.83% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$43.5 Million3.67% of portfolio
-
Savant Capital, LLC1.4MShares$36.2 Million0.3% of portfolio