Ifp Advisors, Inc Dimensional ETF Tr Dimensional Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Sep 06, 2022	BUY	$21.92 - $28.24 $43,028 - $55,435	1,963 New	1,963 $49,000
Q2 2022 Aug 12, 2022	SELL	$21.92 - $28.24 $43,028 - $55,435	-1,963 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$25.09 - $27.58 $49,251 - $54,139	1,963 New	1,963 $53,000

Others Institutions Holding DFAR

# of Institutions

210

Shares Held

35.2M

Call Options Held

0

Put Options Held

0

Vista Wealth Management Group, LLC

2.95M
Shares

$73 Million
5.23% of portfolio
High Tower Advisors, LLC Chicago, IL

2.15M
Shares

$53.1 Million
0.07% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.93M
Shares

$47.6 Million
12.28% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.68M
Shares

$41.5 Million
3.67% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$32.8 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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