Mbl Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Mbl Wealth, LLC

$866 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 12, 2023	SELL	$19.45 - $22.52 $246,723 - $285,666	-12,685 Reduced 39.75%	19,230 $407,000
Q3 2022 Jan 12, 2023	BUY	$20.34 - $25.89 $649,151 - $826,279	31,915 New	31,915 $656,000

Others Institutions Holding DFAR

# of Institutions

246

Shares Held

40.9M

Call Options Held

1.9K

Put Options Held

0

Vista Wealth Management Group, LLC

3.02M
Shares

$71.8 Million
4.72% of portfolio
High Tower Advisors, LLC Chicago, IL

2.34M
Shares

$55.6 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.95M
Shares

$46.4 Million
11.11% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.68M
Shares

$40 Million
3.61% of portfolio
Bridgeworth, LLC Birmingham, AL

1.33M
Shares

$31.6 Million
2.99% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

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