Intelligent Financial Strategies Dimensional ETF Tr Dimensional Transaction History

Intelligent Financial Strategies

$176 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 10, 2022	BUY	$20.34 - $25.89 $61 - $77	3 Added 0.36%	844 $17,000
Q2 2022 Aug 08, 2022	BUY	$21.92 - $28.24 $18,434 - $23,749	841 New	841 $19,000

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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