Fonville Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Fonville Wealth Management LLC
- $395 Billion
- Q2 2025
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 20,359 shares of DFAR stock, worth $484,340. This represents 0.12% of its overall portfolio holdings.
Number of Shares
20,359
Previous 20,476
0.57%
Holding current value
$484,340
Previous $487 Million
1.87%
% of portfolio
0.12%
Previous 0.14%
Shares
7 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
44.2MCall 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
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$49.3 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio