Mbl Wealth, LLC Dimensional ETF Tr Dimensional Transaction History

Mbl Wealth, LLC

$833 Million
Q2 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

200

Shares Held

34.4M

Call Options Held

0

Put Options Held

0

Vista Wealth Management Group, LLC

2.95M
Shares

$75.8 Million
4.94% of portfolio
High Tower Advisors, LLC Chicago, IL

2.15M
Shares

$55.2 Million
0.07% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

1.88M
Shares

$48.3 Million
11.83% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.68M
Shares

$43.1 Million
3.67% of portfolio
Savant Capital, LLC

1.4M
Shares

$35.9 Million
0.3% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mbl Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mbl Wealth, LLC with notifications on news.