Maryland Capital Advisors Inc. Dimensional ETF Tr Dimensional Transaction History
Maryland Capital Advisors Inc.
- $159 Million
- Q1 2024
A detailed history of Maryland Capital Advisors Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Maryland Capital Advisors Inc. holds 115,463 shares of DFAR stock, worth $2.54 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
115,463
Previous 109,322
5.62%
Holding current value
$2.54 Million
Previous $2.49 Million
3.9%
% of portfolio
1.62%
Previous 1.66%
Shares
9 transactions
Others Institutions Holding DFAR
# of Institutions
197Shares Held
29.7MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC1.99MShares$43.9 Million3.51% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.81MShares$39.9 Million4.06% of portfolio
-
High Tower Advisors, LLC Chicago, IL1.81MShares$39.8 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA1.74MShares$38.4 Million9.47% of portfolio
-
Bridgeworth, LLC Birmingham, AL1.33MShares$29.2 Million2.99% of portfolio