Infinity Wealth Counsel, LLC Dimensional ETF Tr Dimensional Transaction History
Infinity Wealth Counsel, LLC
- $92.6 Billion
- Q1 2025
A detailed history of Infinity Wealth Counsel, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Infinity Wealth Counsel, LLC holds 36,973 shares of DFAR stock, worth $861,470. This represents 0.95% of its overall portfolio holdings.
Number of Shares
36,973
Previous 34,638
6.74%
Holding current value
$861,470
Previous $806 Million
9.03%
% of portfolio
0.95%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
42.8MCall Options Held
1.9KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$59.3 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$54.6 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.9 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.68MShares$39.2 Million3.61% of portfolio