Legacy Capital Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Legacy Capital Wealth Partners, LLC
- $463 Million
- Q3 2025
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 33,396 shares of DFAR stock, worth $782,468. This represents 0.17% of its overall portfolio holdings.
Number of Shares
33,396
Previous 27,766
20.28%
Holding current value
$782,468
Previous $651,000
22.27%
% of portfolio
0.17%
Previous 0.15%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.9MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio