Magnolia Private Wealth, LLC Dimensional ETF Tr Dimensional Transaction History
Magnolia Private Wealth, LLC
- $129 Billion
- Q2 2025
A detailed history of Magnolia Private Wealth, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Magnolia Private Wealth, LLC holds 12,908 shares of DFAR stock, worth $302,950. This represents 0.23% of its overall portfolio holdings.
Number of Shares
12,908
Previous 12,908
-0.0%
Holding current value
$302,950
Previous $307 Million
1.3%
% of portfolio
0.23%
Previous 0.25%
Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
278Shares Held
44.1MCall Options Held
9.6KPut Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.5 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.4 Million0.08% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.14MShares$50.2 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$48.7 Million10.62% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42 Million3.53% of portfolio