Ml & R Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Ml & R Wealth Management LLC
- $435 Million
- Q1 2024
A detailed history of Ml & R Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Ml & R Wealth Management LLC holds 51,395 shares of DFAR stock, worth $1.21 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
51,395
Previous 51,099
0.58%
Holding current value
$1.21 Million
Previous $1.16 Million
1.03%
% of portfolio
0.26%
Previous 0.26%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
263Shares Held
43.3MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$73.8 Million5.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.55MShares$60 Million0.08% of portfolio
-
Prudential Financial Inc Newark, NJ2.34MShares$55.2 Million0.08% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$47.5 Million11.74% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40.8 Million3.75% of portfolio